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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 | $6,349 | $99,652-93.6% | $78,778-91.9% | $147,586-95.7% |
| Participation rate | 63.6% | 76.2%-12.6pp | 69.2%-5.6pp | 82.8%-19.2pp |
| Annual return | 16.78% | 47.28%-30.5pp | 35.62%-18.8pp | 578.59%-561.8pp |
| Employer contribution / active EE | $457 | $2,796-83.6% | $1,986-77.0% | $4,876-90.6% |
| Participant deferral / active EE | $1,365 | $3,664-62.7% | $2,958-53.9% | $5,439-74.9% |
| Admin fee / account holder | $14 | $7,155-99.8% | $5,134-99.7% | $10,886-99.9% |