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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 | $6,442 | $61,605-89.5% | $112,273-94.3% | $75,173-91.4% |
| Participation rate | 30.2% | 61.7%-31.5pp | 72.4%-42.2pp | 67.2%-37.0pp |
| Annual return | 42.56% | 28.47%+14.1pp | 30.23%+12.3pp | 160.72%-118.2pp |
| Employer contribution / active EE | $1,047 | $2,015-48.0% | $3,431-69.5% | $2,671-60.8% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,800-100.0% | $4,126-100.0% |
| Admin fee / account holder | $19 | $4,862-99.6% | $7,752-99.8% | $5,651-99.7% |