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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 | $7,506 | $175,231-95.7% | $149,696-95.0% | $139,466-94.6% |
| Participation rate | 63.6% | 83.4%-19.8pp | 78.8%-15.1pp | 80.3%-16.7pp |
| Annual return | 21.01% | 166.77%-145.8pp | 134.46%-113.4pp | 373.66%-352.6pp |
| Employer contribution / active EE | $1,125 | $5,478-79.5% | $4,821-76.7% | $4,754-76.3% |
| Participant deferral / active EE | $2,197 | $6,521-66.3% | $5,682-61.3% | $6,712-67.3% |
| Admin fee / account holder | $24 | $16,155-99.9% | $13,212-99.8% | $11,409-99.8% |