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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 | $9,800 | $112,729-91.3% | $98,716-90.1% | $137,256-92.9% |
| Participation rate | 46.2% | 74.2%-28.1pp | 69.3%-23.1pp | 80.0%-33.8pp |
| Annual return | 20.66% | 38.48%-17.8pp | 31.81%-11.2pp | 220.34%-199.7pp |
| Employer contribution / active EE | $851 | $2,725-68.8% | $2,279-62.7% | $4,156-79.5% |
| Participant deferral / active EE | $1,315 | $4,640-71.7% | $4,048-67.5% | $6,407-79.5% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |