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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 | $5,873 | $77,638-92.4% | $156,551-96.2% | $62,881-90.7% |
| Participation rate | 41.0% | 71.2%-30.2pp | 84.0%-43.0pp | 69.3%-28.3pp |
| Annual return | 8.84% | 50.33%-41.5pp | 32.23%-23.4pp | 20.14%-11.3pp |
| Employer contribution / active EE | $548 | $3,444-84.1% | $5,501-90.0% | $2,281-76.0% |
| Participant deferral / active EE | $2,129 | $3,046-30.1% | $4,871-56.3% | $3,203-33.5% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |