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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 | $4,320 | $100,147-95.7% | $81,286-94.7% | $145,877-97.0% |
| Participation rate | 54.2% | 74.2%-20.1pp | 69.5%-15.4pp | 80.3%-26.1pp |
| Annual return | 15.48% | 34.44%-19.0pp | 24.80%-9.3pp | 551.28%-535.8pp |
| Employer contribution / active EE | $416 | $2,977-86.0% | $2,463-83.1% | $4,663-91.1% |
| Participant deferral / active EE | $2,467 | $4,607-46.5% | $3,883-36.5% | $6,691-63.1% |
| Admin fee / account holder | $277 | $8,201-96.6% | $5,764-95.2% | $13,402-97.9% |