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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 | $7,689 | $176,402-95.6% | $134,162-94.3% | $158,966-95.2% |
| Participation rate | 50.0% | 78.7%-28.7pp | 72.2%-22.2pp | 82.0%-32.0pp |
| Annual return | 22.85% | 63.66%-40.8pp | 36.35%-13.5pp | 302.95%-280.1pp |
| Employer contribution / active EE | $488 | $5,042-90.3% | $3,705-86.8% | $4,762-89.8% |
| Participant deferral / active EE | $609 | $4,093-85.1% | $3,500-82.6% | $5,983-89.8% |
| Admin fee / account holder | $23 | $8,719-99.7% | $6,685-99.7% | $11,250-99.8% |