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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 | $4,111 | $99,345-95.9% | $84,753-95.1% | $273,972-98.5% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 249.88% | 22.93%+226.9pp | 22.78%+227.1pp | 41.46%+208.4pp |
| Employer contribution / active EE | $1,047 | $4,214-75.2% | $3,574-70.7% | $4,869-78.5% |
| Participant deferral / active EE | $1,518 | $4,270-64.5% | $3,712-59.1% | $5,287-71.3% |
| Admin fee / account holder | $100 | $6,645-98.5% | $5,333-98.1% | $10,133-99.0% |