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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 | $6,641 | $111,814-94.1% | $103,378-93.6% | $145,978-95.5% |
| Participation rate | 38.5% | 77.9%-39.5pp | 74.5%-36.0pp | 80.3%-41.8pp |
| Annual return | 33.23% | 24.80%+8.4pp | 24.91%+8.3pp | 550.52%-517.3pp |
| Employer contribution / active EE | $1,070 | $4,215-74.6% | $3,870-72.4% | $4,662-77.1% |
| Participant deferral / active EE | $2,253 | $5,618-59.9% | $5,058-55.5% | $6,690-66.3% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |