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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 | $7,883 | $75,962-89.6% | $154,108-94.9% | $64,173-87.7% |
| Participation rate | 29.3% | 70.4%-41.1pp | 83.0%-53.8pp | 69.6%-40.3pp |
| Annual return | 18.72% | 30.32%-11.6pp | 735.21%-716.5pp | 7.63%+11.1pp |
| Employer contribution / active EE | $463 | $3,350-86.2% | $5,298-91.3% | $2,381-80.6% |
| Participant deferral / active EE | $1,157 | $3,175-63.6% | $5,081-77.2% | $3,470-66.7% |
| Admin fee / account holder | $0 | $5,589-100.0% | $13,411-100.0% | $4,887-100.0% |