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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 | $6,368 | $58,311-89.1% | $81,882-92.2% | $80,959-92.1% |
| Participation rate | 67.6% | 63.5%+4.2pp | 72.4%-4.7pp | 67.7%0pp |
| Annual return | 19.33% | 41.85%-22.5pp | 779.47%-760.1pp | 35.67%-16.3pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,792 | $3,287-45.5% | $4,323-58.6% | $4,300-58.3% |
| Admin fee / account holder | $144 | $4,752-97.0% | $7,360-98.0% | $6,925-97.9% |