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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 | $10,353 | $106,247-90.3% | $96,515-89.3% | $139,466-92.6% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 30.36% | 38.47%-8.1pp | 35.73%-5.4pp | 373.66%-343.3pp |
| Employer contribution / active EE | $800 | $4,106-80.5% | $3,740-78.6% | $4,754-83.2% |
| Participant deferral / active EE | $3,800 | $5,456-30.3% | $4,880-22.1% | $6,712-43.4% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |