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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 | $6,288 | $69,977-91.0% | $108,582-94.2% | $62,881-90.0% |
| Participation rate | 65.5% | 72.9%-7.4pp | 79.6%-14.1pp | 69.3%-3.8pp |
| Annual return | 168.42% | 10.73%+157.7pp | -51.70%+220.1pp | 20.14%+148.3pp |
| Employer contribution / active EE | $1,481 | $2,135-30.6% | $3,758-60.6% | $2,281-35.0% |
| Participant deferral / active EE | $2,405 | $3,165-24.0% | $4,311-44.2% | $3,203-24.9% |
| Admin fee / account holder | $13 | $5,076-99.7% | $7,645-99.8% | $4,296-99.7% |