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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 | $4,418 | $99,921-95.6% | $85,009-94.8% | $145,959-97.0% |
| Participation rate | 69.6% | 74.1%-4.5pp | 67.5%+2.1pp | 80.3%-10.7pp |
| Annual return | 9.81% | 83.89%-74.1pp | 66.47%-56.7pp | 561.95%-552.1pp |
| Employer contribution / active EE | $653 | $3,233-79.8% | $2,728-76.1% | $4,661-86.0% |
| Participant deferral / active EE | $1,112 | $5,293-79.0% | $4,522-75.4% | $6,689-83.4% |
| Admin fee / account holder | $18 | $7,252-99.8% | $6,153-99.7% | $13,398-99.9% |