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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 | $427 | $201,372-99.8% | $184,260-99.8% | $145,884-99.7% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 12.38% | 29.04%-16.7pp | 28.84%-16.5pp | 551.85%-539.5pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |