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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 | $6,726 | $66,402-89.9% | $109,907-93.9% | $85,847-92.2% |
| Participation rate | 58.8% | 63.9%-5.0pp | 74.2%-15.4pp | 69.3%-10.5pp |
| Annual return | 26.06% | 19.59%+6.5pp | 29.46%-3.4pp | 318.61%-292.5pp |
| Employer contribution / active EE | $1,032 | $1,687-38.9% | $2,844-63.7% | $2,565-59.8% |
| Participant deferral / active EE | $1,913 | $2,842-32.7% | $4,047-52.7% | $3,952-51.6% |
| Admin fee / account holder | $27 | $4,557-99.4% | $6,069-99.6% | $6,261-99.6% |