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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 | $6,771 | $77,920-91.3% | $149,723-95.5% | $75,177-91.0% |
| Participation rate | 63.1% | 65.6%-2.5pp | 78.8%-15.7pp | 67.2%-4.1pp |
| Annual return | 60.98% | 31.72%+29.3pp | 134.50%-73.5pp | 160.75%-99.8pp |
| Employer contribution / active EE | $1,165 | $3,138-62.9% | $4,821-75.8% | $2,671-56.4% |
| Participant deferral / active EE | $2,690 | $3,411-21.2% | $5,682-52.7% | $4,126-34.8% |
| Admin fee / account holder | $198 | $5,951-96.7% | $13,215-98.5% | $5,651-96.5% |