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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 | $8,624 | $77,920-88.9% | $149,723-94.2% | $75,177-88.5% |
| Participation rate | 34.6% | 65.6%-31.0pp | 78.8%-44.2pp | 67.2%-32.6pp |
| Annual return | 64.09% | 31.72%+32.4pp | 134.50%-70.4pp | 160.75%-96.7pp |
| Employer contribution / active EE | $775 | $3,138-75.3% | $4,821-83.9% | $2,671-71.0% |
| Participant deferral / active EE | $1,651 | $3,411-51.6% | $5,682-70.9% | $4,126-60.0% |
| Admin fee / account holder | $0 | $5,951-100.0% | $13,215-100.0% | $5,651-100.0% |