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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 | $6,366 | $81,331-92.2% | $155,534-95.9% | $80,935-92.1% |
| Participation rate | 34.3% | 66.3%-32.0pp | 78.2%-43.9pp | 67.7%-33.4pp |
| Annual return | 97.33% | 33.37%+64.0pp | 64.92%+32.4pp | 35.66%+61.7pp |
| Employer contribution / active EE | $388 | $3,105-87.5% | $4,675-91.7% | $2,757-85.9% |
| Participant deferral / active EE | $931 | $3,454-73.0% | $5,630-83.5% | $4,299-78.3% |
| Admin fee / account holder | $0 | $7,999-100.0% | $15,900-100.0% | $6,924-100.0% |