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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,930 | $174,379-93.7% | $152,093-92.8% | $138,895-92.1% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 34.00% | 74.86%-40.9pp | 66.36%-32.4pp | 145.39%-111.4pp |
| Employer contribution / active EE | $971 | $4,652-79.1% | $4,175-76.7% | $4,194-76.8% |
| Participant deferral / active EE | $2,660 | $6,159-56.8% | $5,451-51.2% | $6,396-58.4% |
| Admin fee / account holder | $36 | $16,880-99.8% | $14,497-99.8% | $12,562-99.7% |