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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 | $7,417 | $61,816-88.0% | $97,260-92.4% | $80,935-90.8% |
| Participation rate | 30.3% | 63.5%-33.2pp | 72.7%-42.4pp | 67.7%-37.4pp |
| Annual return | 43.47% | -558.73%+602.2pp | 75.54%-32.1pp | 35.66%+7.8pp |
| Employer contribution / active EE | $790 | $1,836-57.0% | $2,721-71.0% | $2,757-71.3% |
| Participant deferral / active EE | $1,075 | $3,027-64.5% | $4,262-74.8% | $4,299-75.0% |
| Admin fee / account holder | $0 | $5,166-100.0% | $5,640-100.0% | $6,924-100.0% |