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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 | $5,348 | $69,252-92.3% | $64,099-91.7% | $139,456-96.2% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 16.31% | 45.89%-29.6pp | 33.70%-17.4pp | 373.45%-357.1pp |
| Employer contribution / active EE | $549 | $3,184-82.8% | $2,748-80.0% | $4,753-88.4% |
| Participant deferral / active EE | $1,320 | $4,683-71.8% | $3,881-66.0% | $6,711-80.3% |
| Admin fee / account holder | $230 | $4,248-94.6% | $3,070-92.5% | $11,407-98.0% |