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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 | $4,098 | $169,356-97.6% | $129,406-96.8% | $145,897-97.2% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.6%-3.0pp | 80.3%-13.6pp |
| Annual return | 14.84% | 14418.62%-14403.8pp | 9468.18%-9453.3pp | 552.29%-537.4pp |
| Employer contribution / active EE | $319 | $5,542-94.2% | $4,155-92.3% | $4,663-93.2% |
| Participant deferral / active EE | $371 | $4,987-92.6% | $4,167-91.1% | $6,689-94.5% |
| Admin fee / account holder | $97 | $9,915-99.0% | $7,689-98.7% | $13,390-99.3% |