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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 | $9,497 | $211,105-95.5% | $178,449-94.7% | $145,978-93.5% |
| Participation rate | 61.5% | 80.8%-19.2pp | 77.1%-15.6pp | 80.3%-18.8pp |
| Annual return | 24.62% | 30.19%-5.6pp | 27.09%-2.5pp | 550.52%-525.9pp |
| Employer contribution / active EE | $1,273 | $4,569-72.1% | $3,951-67.8% | $4,662-72.7% |
| Participant deferral / active EE | $1,748 | $6,959-74.9% | $6,277-72.1% | $6,690-73.9% |
| Admin fee / account holder | $22 | $12,017-99.8% | $10,362-99.8% | $13,400-99.8% |