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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 | $6,293 | $108,212-94.2% | $77,513-91.9% | $158,966-96.0% |
| Participation rate | 17.6% | 64.4%-46.8pp | 54.2%-36.5pp | 82.0%-64.3pp |
| Annual return | 40.87% | 31.67%+9.2pp | 54.81%-13.9pp | 302.95%-262.1pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $935 | $2,455-61.9% | $1,861-49.8% | $5,983-84.4% |
| Admin fee / account holder | $18 | $3,709-99.5% | $2,859-99.4% | $11,250-99.8% |