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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 | $6,547 | $113,339-94.2% | $94,993-93.1% | $147,585-95.6% |
| Participation rate | 33.3% | 78.0%-44.6pp | 73.9%-40.6pp | 82.8%-49.5pp |
| Annual return | 37.36% | 20.77%+16.6pp | 27.12%+10.2pp | 578.57%-541.2pp |
| Employer contribution / active EE | $543 | $3,160-82.8% | $2,603-79.1% | $4,876-88.9% |
| Participant deferral / active EE | $729 | $3,777-80.7% | $3,317-78.0% | $5,439-86.6% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |