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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 | $5,546 | $118,467-95.3% | $98,450-94.4% | $139,456-96.0% |
| Participation rate | 66.7% | 77.5%-10.8pp | 75.2%-8.5pp | 80.3%-13.7pp |
| Annual return | 28.41% | 18.95%+9.5pp | 21.16%+7.2pp | 373.45%-345.0pp |
| Employer contribution / active EE | $1,144 | $3,611-68.3% | $3,049-62.5% | $4,753-75.9% |
| Participant deferral / active EE | $1,778 | $5,393-67.0% | $4,739-62.5% | $6,711-73.5% |
| Admin fee / account holder | $0 | $14,057-100.0% | $8,961-100.0% | $11,407-100.0% |