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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 | $6,799 | $99,652-93.2% | $78,778-91.4% | $147,586-95.4% |
| Participation rate | 60.0% | 76.2%-16.2pp | 69.2%-9.2pp | 82.8%-22.8pp |
| Annual return | 27.24% | 47.28%-20.0pp | 35.62%-8.4pp | 578.59%-551.4pp |
| Employer contribution / active EE | $1,144 | $2,796-59.1% | $1,986-42.4% | $4,876-76.5% |
| Participant deferral / active EE | $1,187 | $3,664-67.6% | $2,958-59.9% | $5,439-78.2% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |