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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 | $13,716 | $107,368-87.2% | $92,915-85.2% | $152,909-91.0% |
| Participation rate | 61.5% | 79.8%-18.3pp | 76.0%-14.5pp | 82.5%-20.9pp |
| Annual return | 25.06% | 145.64%-120.6pp | 109.45%-84.4pp | 345.46%-320.4pp |
| Employer contribution / active EE | $1,229 | $4,222-70.9% | $3,653-66.4% | $4,764-74.2% |
| Participant deferral / active EE | $3,725 | $4,848-23.2% | $4,238-12.1% | $5,851-36.3% |
| Admin fee / account holder | $44 | $7,082-99.4% | $5,796-99.2% | $11,601-99.6% |