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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 | $9,824 | $96,965-89.9% | $97,995-90.0% | $147,585-93.3% |
| Participation rate | 50.0% | 83.6%-33.6pp | 82.4%-32.4pp | 82.8%-32.8pp |
| Annual return | 27.55% | 24.11%+3.4pp | 23.94%+3.6pp | 578.58%-551.0pp |
| Employer contribution / active EE | $1,661 | $4,536-63.4% | $4,158-60.1% | $4,876-65.9% |
| Participant deferral / active EE | $1,847 | $5,081-63.7% | $5,097-63.8% | $5,439-66.0% |
| Admin fee / account holder | $0 | $8,120-100.0% | $5,943-100.0% | $10,886-100.0% |