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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 | $3,497 | $111,785-96.9% | $93,669-96.3% | $145,877-97.6% |
| Participation rate | 64.3% | 74.2%-9.9pp | 68.7%-4.4pp | 80.3%-16.0pp |
| Annual return | 19.51% | 203.79%-184.3pp | 133.59%-114.1pp | 551.28%-531.8pp |
| Employer contribution / active EE | $874 | $3,096-71.8% | $2,424-63.9% | $4,663-81.3% |
| Participant deferral / active EE | $1,495 | $4,919-69.6% | $4,416-66.1% | $6,691-77.7% |
| Admin fee / account holder | $178 | $10,256-98.3% | $8,291-97.9% | $13,402-98.7% |