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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 | $6,907 | $77,638-91.1% | $156,551-95.6% | $62,881-89.0% |
| Participation rate | 35.0% | 71.2%-36.2pp | 84.0%-49.0pp | 69.3%-34.3pp |
| Annual return | 21.18% | 50.33%-29.1pp | 32.23%-11.1pp | 20.14%+1.0pp |
| Employer contribution / active EE | $659 | $3,444-80.9% | $5,501-88.0% | $2,281-71.1% |
| Participant deferral / active EE | $952 | $3,046-68.7% | $4,871-80.5% | $3,203-70.3% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |