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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 | $4,714 | $110,278-95.7% | $95,740-95.1% | $139,466-96.6% |
| Participation rate | 66.7% | 75.7%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 16.42% | 27.19%-10.8pp | 28.41%-12.0pp | 373.66%-357.2pp |
| Employer contribution / active EE | $990 | $3,260-69.6% | $2,836-65.1% | $4,754-79.2% |
| Participant deferral / active EE | $1,172 | $4,674-74.9% | $4,244-72.4% | $6,712-82.5% |
| Admin fee / account holder | $34 | $6,613-99.5% | $5,676-99.4% | $11,409-99.7% |