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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 | $6,821 | $103,038-93.4% | $90,324-92.4% | $152,909-95.5% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 26.60% | 95.25%-68.7pp | 78.15%-51.5pp | 345.46%-318.9pp |
| Employer contribution / active EE | $1,029 | $3,141-67.2% | $2,856-64.0% | $4,764-78.4% |
| Participant deferral / active EE | $2,058 | $4,282-51.9% | $3,885-47.0% | $5,851-64.8% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |