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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 | $6,101 | $95,383-93.6% | $185,837-96.7% | $85,856-92.9% |
| Participation rate | 55.6% | 68.8%-13.2pp | 81.7%-26.2pp | 69.3%-13.8pp |
| Annual return | 18.56% | 23.59%-5.0pp | 122.08%-103.5pp | 318.58%-300.0pp |
| Employer contribution / active EE | $926 | $3,313-72.0% | $5,168-82.1% | $2,565-63.9% |
| Participant deferral / active EE | $1,095 | $3,423-68.0% | $5,568-80.3% | $3,952-72.3% |
| Admin fee / account holder | $128 | $7,213-98.2% | $16,241-99.2% | $6,261-98.0% |