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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 | $6,240 | $228,395-97.3% | $185,861-96.6% | $158,982-96.1% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 41.96% | 40.82%+1.1pp | 35.96%+6.0pp | 302.99%-261.0pp |
| Employer contribution / active EE | $937 | $4,968-81.1% | $4,088-77.1% | $4,763-80.3% |
| Participant deferral / active EE | $1,875 | $6,417-70.8% | $5,634-66.7% | $5,983-68.7% |
| Admin fee / account holder | $17 | $11,869-99.9% | $9,503-99.8% | $11,252-99.8% |