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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 | $6,582 | $77,896-91.6% | $134,172-95.1% | $82,448-92.0% |
| Participation rate | 43.2% | 62.8%-19.5pp | 72.5%-29.2pp | 68.1%-24.8pp |
| Annual return | 62.34% | 18.21%+44.1pp | 25.30%+37.0pp | 41.64%+20.7pp |
| Employer contribution / active EE | $942 | $2,159-56.4% | $3,420-72.4% | $2,551-63.1% |
| Participant deferral / active EE | $1,305 | $3,162-58.7% | $4,690-72.2% | $4,139-68.5% |
| Admin fee / account holder | $21 | $6,336-99.7% | $12,016-99.8% | $7,234-99.7% |