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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 | $5,692 | $90,614-93.7% | $76,089-92.5% | $145,877-96.1% |
| Participation rate | 58.3% | 74.5%-16.2pp | 69.1%-10.8pp | 80.3%-22.0pp |
| Annual return | 17.50% | 623.80%-606.3pp | 360.94%-343.4pp | 551.28%-533.8pp |
| Employer contribution / active EE | $667 | $3,324-79.9% | $2,690-75.2% | $4,663-85.7% |
| Participant deferral / active EE | $1,131 | $5,168-78.1% | $4,259-73.4% | $6,691-83.1% |
| Admin fee / account holder | $119 | $8,376-98.6% | $6,418-98.2% | $13,402-99.1% |