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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 | $6,908 | $91,179-92.4% | $178,499-96.1% | $79,852-91.3% |
| Participation rate | 50.9% | 69.2%-18.3pp | 81.9%-31.1pp | 69.6%-18.8pp |
| Annual return | 24.38% | 24.19%+0.2pp | 151.10%-126.7pp | 31.72%-7.3pp |
| Employer contribution / active EE | $738 | $3,256-77.3% | $5,011-85.3% | $2,471-70.1% |
| Participant deferral / active EE | $1,017 | $3,236-68.6% | $5,202-80.4% | $3,740-72.8% |
| Admin fee / account holder | $215 | $6,749-96.8% | $13,986-98.5% | $5,306-95.9% |