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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 | $7,420 | $106,247-93.0% | $96,515-92.3% | $139,466-94.7% |
| Participation rate | 44.4% | 77.8%-33.4pp | 74.3%-29.9pp | 80.3%-35.9pp |
| Annual return | 52.47% | 38.47%+14.0pp | 35.73%+16.7pp | 373.66%-321.2pp |
| Employer contribution / active EE | $1,368 | $4,106-66.7% | $3,740-63.4% | $4,754-71.2% |
| Participant deferral / active EE | $1,646 | $5,456-69.8% | $4,880-66.3% | $6,712-75.5% |
| Admin fee / account holder | $227 | $7,885-97.1% | $6,735-96.6% | $11,409-98.0% |