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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 | $6,253 | $110,212-94.3% | $96,534-93.5% | $139,466-95.5% |
| Participation rate | 66.7% | 78.1%-11.5pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 37.93% | 26.42%+11.5pp | 25.88%+12.0pp | 373.66%-335.7pp |
| Employer contribution / active EE | $1,994 | $3,620-44.9% | $2,965-32.7% | $4,754-58.0% |
| Participant deferral / active EE | $2,748 | $5,547-50.5% | $4,851-43.3% | $6,712-59.1% |
| Admin fee / account holder | $19 | $11,599-99.8% | $8,253-99.8% | $11,409-99.8% |