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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 | $3,473 | $108,285-96.8% | $77,552-95.5% | $158,982-97.8% |
| Participation rate | 18.8% | 64.4%-45.7pp | 54.2%-35.4pp | 82.0%-63.2pp |
| Annual return | 33.16% | 31.69%+1.5pp | 54.82%-21.7pp | 302.99%-269.8pp |
| Employer contribution / active EE | $186 | $1,325-86.0% | $987-81.2% | $4,763-96.1% |
| Participant deferral / active EE | $192 | $2,455-92.2% | $1,861-89.7% | $5,983-96.8% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,252-100.0% |