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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 | $7,634 | $103,008-92.6% | $90,304-91.5% | $152,897-95.0% |
| Participation rate | 40.0% | 75.9%-35.9pp | 73.3%-33.3pp | 82.5%-42.5pp |
| Annual return | 26.38% | 95.22%-68.8pp | 78.13%-51.8pp | 345.43%-319.0pp |
| Employer contribution / active EE | $418 | $3,139-86.7% | $2,855-85.4% | $4,764-91.2% |
| Participant deferral / active EE | $859 | $4,281-79.9% | $3,885-77.9% | $5,851-85.3% |
| Admin fee / account holder | $26 | $6,175-99.6% | $5,354-99.5% | $11,599-99.8% |