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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 | $6,985 | $57,828-87.9% | $117,039-94.0% | $70,126-90.0% |
| Participation rate | 51.7% | 67.1%-15.4pp | 77.2%-25.5pp | 69.5%-17.8pp |
| Annual return | 110.25% | 17.55%+92.7pp | 18.95%+91.3pp | 73.15%+37.1pp |
| Employer contribution / active EE | $1,158 | $1,816-36.2% | $3,785-69.4% | $2,343-50.6% |
| Participant deferral / active EE | $1,799 | $2,438-26.2% | $3,929-54.2% | $3,332-46.0% |
| Admin fee / account holder | $0 | $3,548-100.0% | $5,974-100.0% | $4,645-100.0% |