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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 | $6,826 | $61,356-88.9% | $149,696-95.4% | $71,511-90.5% |
| Participation rate | 37.3% | 62.5%-25.3pp | 78.8%-41.5pp | 67.9%-30.7pp |
| Annual return | 25.19% | 35.86%-10.7pp | 134.46%-109.3pp | 28.86%-3.7pp |
| Employer contribution / active EE | $373 | $2,382-84.3% | $4,821-92.3% | $2,589-85.6% |
| Participant deferral / active EE | $938 | $2,920-67.9% | $5,682-83.5% | $4,291-78.1% |
| Admin fee / account holder | $144 | $1,263-88.6% | $13,212-98.9% | $1,588-90.9% |