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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 | $5,772 | $96,524-94.0% | $75,900-92.4% | $152,909-96.2% |
| Participation rate | 41.2% | 76.2%-35.0pp | 69.3%-28.1pp | 82.5%-41.3pp |
| Annual return | 66.01% | 33.93%+32.1pp | 30.73%+35.3pp | 345.46%-279.5pp |
| Employer contribution / active EE | $690 | $3,311-79.2% | $2,501-72.4% | $4,764-85.5% |
| Participant deferral / active EE | $1,183 | $4,554-74.0% | $3,604-67.2% | $5,851-79.8% |
| Admin fee / account holder | $12 | $8,082-99.8% | $5,421-99.8% | $11,601-99.9% |