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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 | $6,569 | $65,034-89.9% | $90,970-92.8% | $79,856-91.8% |
| Participation rate | 37.7% | 61.6%-24.0pp | 69.0%-31.4pp | 69.6%-32.0pp |
| Annual return | 68.65% | 30.45%+38.2pp | 134.60%-65.9pp | 31.71%+36.9pp |
| Employer contribution / active EE | $639 | $1,247-48.7% | $2,122-69.9% | $2,471-74.1% |
| Participant deferral / active EE | $1,315 | $2,512-47.6% | $3,373-61.0% | $3,741-64.8% |
| Admin fee / account holder | $0 | $4,536-100.0% | $5,961-100.0% | $5,306-100.0% |