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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 | $6,516 | $108,825-94.0% | $156,181-95.8% | $82,448-92.1% |
| Participation rate | 61.5% | 72.4%-10.8pp | 78.8%-17.3pp | 68.1%-6.5pp |
| Annual return | 26.73% | 20.59%+6.1pp | 64.87%-38.1pp | 41.64%-14.9pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,024 | $4,577-55.8% | $6,132-67.0% | $4,139-51.1% |
| Admin fee / account holder | $15 | $9,341-99.8% | $14,586-99.9% | $7,234-99.8% |