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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 | $7,024 | $103,038-93.2% | $90,324-92.2% | $152,909-95.4% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 25.92% | 95.25%-69.3pp | 78.15%-52.2pp | 345.46%-319.5pp |
| Employer contribution / active EE | $4,471 | $3,141+42.4% | $2,856+56.6% | $4,764-6.1% |
| Participant deferral / active EE | $1,503 | $4,282-64.9% | $3,885-61.3% | $5,851-74.3% |
| Admin fee / account holder | $299 | $6,177-95.2% | $5,356-94.4% | $11,601-97.4% |