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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 | $6,859 | $106,247-93.5% | $96,515-92.9% | $139,466-95.1% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | 23.28% | 38.47%-15.2pp | 35.73%-12.4pp | 373.66%-350.4pp |
| Employer contribution / active EE | $1,067 | $4,106-74.0% | $3,740-71.5% | $4,754-77.6% |
| Participant deferral / active EE | $2,302 | $5,456-57.8% | $4,880-52.8% | $6,712-65.7% |
| Admin fee / account holder | $88 | $7,885-98.9% | $6,735-98.7% | $11,409-99.2% |