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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 | $6,783 | $49,239-86.2% | $70,462-90.4% | $79,858-91.5% |
| Participation rate | 22.6% | 69.2%-46.6pp | 75.1%-52.5pp | 69.6%-47.1pp |
| Annual return | 70.99% | 30.08%+40.9pp | 109.08%-38.1pp | 31.72%+39.3pp |
| Employer contribution / active EE | $415 | $2,100-80.3% | $2,737-84.9% | $2,471-83.2% |
| Participant deferral / active EE | $1,024 | $2,769-63.0% | $3,710-72.4% | $3,740-72.6% |
| Admin fee / account holder | $17 | $2,876-99.4% | $3,845-99.6% | $5,306-99.7% |