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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 | $6,302 | $58,888-89.3% | $178,499-96.5% | $73,493-91.4% |
| Participation rate | 29.1% | 66.2%-37.1pp | 81.9%-52.8pp | 70.7%-41.6pp |
| Annual return | 36.63% | 24.86%+11.8pp | 151.10%-114.5pp | 28.51%+8.1pp |
| Employer contribution / active EE | $496 | $2,236-77.8% | $5,011-90.1% | $2,270-78.2% |
| Participant deferral / active EE | $835 | $2,568-67.5% | $5,202-83.9% | $3,740-77.7% |
| Admin fee / account holder | $137 | $400-65.7% | $13,986-99.0% | $513-73.2% |