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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 | $6,815 | $72,269-90.6% | $101,271-93.3% | $79,852-91.5% |
| Participation rate | 40.9% | 68.5%-27.6pp | 75.8%-34.9pp | 69.6%-28.7pp |
| Annual return | 189.49% | 22.29%+167.2pp | 46.48%+143.0pp | 31.72%+157.8pp |
| Employer contribution / active EE | $791 | $2,692-70.6% | $3,660-78.4% | $2,471-68.0% |
| Participant deferral / active EE | $1,409 | $3,282-57.1% | $4,371-67.8% | $3,740-62.3% |
| Admin fee / account holder | $0 | $4,401-100.0% | $5,948-100.0% | $5,306-100.0% |