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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 | $6,292 | $105,623-94.0% | $87,502-92.8% | $273,972-97.7% |
| Participation rate | 50.0% | 78.2%-28.2pp | 73.8%-23.8pp | 83.0%-33.0pp |
| Annual return | 46.09% | 12.26%+33.8pp | 12.21%+33.9pp | 41.46%+4.6pp |
| Employer contribution / active EE | $696 | $3,141-77.8% | $2,550-72.7% | $4,869-85.7% |
| Participant deferral / active EE | $1,915 | $3,601-46.8% | $3,149-39.2% | $5,287-63.8% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |