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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 | $4,192 | $97,125-95.7% | $86,233-95.1% | $137,256-96.9% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.0%-6.5pp | 80.0%-17.5pp |
| Annual return | 27.80% | 74.19%-46.4pp | 61.39%-33.6pp | 220.34%-192.5pp |
| Employer contribution / active EE | $954 | $2,841-66.4% | $2,504-61.9% | $4,156-77.1% |
| Participant deferral / active EE | $1,585 | $5,180-69.4% | $4,559-65.2% | $6,407-75.3% |
| Admin fee / account holder | $45 | $9,725-99.5% | $8,342-99.5% | $12,270-99.6% |