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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 | $6,847 | $110,278-93.8% | $95,740-92.8% | $139,466-95.1% |
| Participation rate | 41.7% | 75.7%-34.1pp | 72.3%-30.6pp | 80.3%-38.7pp |
| Annual return | 34.35% | 27.19%+7.2pp | 28.41%+5.9pp | 373.66%-339.3pp |
| Employer contribution / active EE | $809 | $3,260-75.2% | $2,836-71.5% | $4,754-83.0% |
| Participant deferral / active EE | $1,038 | $4,674-77.8% | $4,244-75.5% | $6,712-84.5% |
| Admin fee / account holder | $25 | $6,613-99.6% | $5,676-99.6% | $11,409-99.8% |