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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 | $7,426 | $157,304-95.3% | $141,197-94.7% | $152,909-95.1% |
| Participation rate | 63.6% | 84.8%-21.2pp | 82.5%-18.8pp | 82.5%-18.8pp |
| Annual return | 65.38% | 64.34%+1.0pp | 71.41%-6.0pp | 345.46%-280.1pp |
| Employer contribution / active EE | $1,093 | $5,263-79.2% | $4,736-76.9% | $4,764-77.1% |
| Participant deferral / active EE | $2,476 | $7,111-65.2% | $6,710-63.1% | $5,851-57.7% |
| Admin fee / account holder | $20 | $12,126-99.8% | $10,265-99.8% | $11,601-99.8% |