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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 | $5,711 | $103,008-94.5% | $90,304-93.7% | $152,897-96.3% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 32.31% | 95.22%-62.9pp | 78.13%-45.8pp | 345.43%-313.1pp |
| Employer contribution / active EE | $1,147 | $3,139-63.5% | $2,855-59.8% | $4,764-75.9% |
| Participant deferral / active EE | $1,436 | $4,281-66.4% | $3,885-63.0% | $5,851-75.4% |
| Admin fee / account holder | $17 | $6,175-99.7% | $5,354-99.7% | $11,599-99.9% |