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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 | $7,717 | $64,324-88.0% | $118,946-93.5% | $79,852-90.3% |
| Participation rate | 61.9% | 64.9%-3.0pp | 75.4%-13.5pp | 69.6%-7.7pp |
| Annual return | 41.87% | 86.45%-44.6pp | 35.89%+6.0pp | 31.72%+10.2pp |
| Employer contribution / active EE | $801 | $1,836-56.4% | $3,263-75.4% | $2,471-67.6% |
| Participant deferral / active EE | $1,861 | $2,824-34.1% | $4,266-56.4% | $3,740-50.3% |
| Admin fee / account holder | $0 | $4,040-100.0% | $6,581-100.0% | $5,306-100.0% |