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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 | $7,334 | $106,247-93.1% | $96,515-92.4% | $139,466-94.7% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 28.35% | 38.47%-10.1pp | 35.73%-7.4pp | 373.66%-345.3pp |
| Employer contribution / active EE | $1,031 | $4,106-74.9% | $3,740-72.4% | $4,754-78.3% |
| Participant deferral / active EE | $1,601 | $5,456-70.7% | $4,880-67.2% | $6,712-76.1% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |