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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 | $8,272 | $81,643-89.9% | $70,462-88.3% | $158,950-94.8% |
| Participation rate | 69.6% | 77.7%-8.2pp | 75.1%-5.5pp | 82.0%-12.4pp |
| Annual return | 20.79% | 208.51%-187.7pp | 109.08%-88.3pp | 302.91%-282.1pp |
| Employer contribution / active EE | $921 | $3,218-71.4% | $2,737-66.4% | $4,762-80.7% |
| Participant deferral / active EE | $1,260 | $4,555-72.3% | $3,710-66.0% | $5,983-78.9% |
| Admin fee / account holder | $16 | $6,194-99.7% | $3,845-99.6% | $11,248-99.9% |