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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 | $3,330 | $110,039-97.0% | $97,260-96.6% | $145,884-97.7% |
| Participation rate | 65.2% | 75.9%-10.7pp | 72.7%-7.4pp | 80.3%-15.1pp |
| Annual return | 12.29% | 244.44%-232.2pp | 75.54%-63.3pp | 551.85%-539.6pp |
| Employer contribution / active EE | $340 | $3,074-88.9% | $2,721-87.5% | $4,662-92.7% |
| Participant deferral / active EE | $871 | $4,674-81.4% | $4,262-79.6% | $6,690-87.0% |
| Admin fee / account holder | $122 | $6,204-98.0% | $5,640-97.8% | $13,392-99.1% |