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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 | $6,270 | $109,372-94.3% | $89,414-93.0% | $158,966-96.1% |
| Participation rate | 54.2% | 74.3%-20.1pp | 68.0%-13.8pp | 82.0%-27.8pp |
| Annual return | 19.43% | 345.55%-326.1pp | 245.50%-226.1pp | 302.95%-283.5pp |
| Employer contribution / active EE | $614 | $3,171-80.7% | $2,586-76.3% | $4,762-87.1% |
| Participant deferral / active EE | $0 | $4,598-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $51 | $6,156-99.2% | $4,883-99.0% | $11,250-99.5% |