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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 | $6,009 | $81,664-92.6% | $70,476-91.5% | $158,966-96.2% |
| Participation rate | 68.8% | 77.7%-9.0pp | 75.1%-6.3pp | 82.0%-13.2pp |
| Annual return | 27.24% | 208.59%-181.4pp | 109.12%-81.9pp | 302.95%-275.7pp |
| Employer contribution / active EE | $631 | $3,219-80.4% | $2,738-76.9% | $4,762-86.7% |
| Participant deferral / active EE | $1,096 | $4,556-75.9% | $3,710-70.4% | $5,983-81.7% |
| Admin fee / account holder | $128 | $6,197-97.9% | $3,847-96.7% | $11,250-98.9% |