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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 | $6,501 | $90,486-92.8% | $78,676-91.7% | $273,972-97.6% |
| Participation rate | 53.8% | 76.5%-22.7pp | 73.6%-19.7pp | 83.0%-29.2pp |
| Annual return | 4.18% | 75.62%-71.4pp | 62.19%-58.0pp | 41.46%-37.3pp |
| Employer contribution / active EE | $631 | $3,175-80.1% | $2,850-77.8% | $4,869-87.0% |
| Participant deferral / active EE | $644 | $3,901-83.5% | $3,517-81.7% | $5,287-87.8% |
| Admin fee / account holder | $140 | $5,263-97.3% | $4,510-96.9% | $10,133-98.6% |