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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 | $3,697 | $95,664-96.1% | $76,902-95.2% | $139,487-97.3% |
| Participation rate | 66.7% | 74.0%-7.3pp | 69.6%-2.9pp | 80.3%-13.7pp |
| Annual return | 19.15% | 55.03%-35.9pp | 37.91%-18.8pp | 373.84%-354.7pp |
| Employer contribution / active EE | $913 | $3,147-71.0% | $2,534-64.0% | $4,755-80.8% |
| Participant deferral / active EE | $1,227 | $4,626-73.5% | $3,833-68.0% | $6,713-81.7% |
| Admin fee / account holder | $200 | $8,311-97.6% | $5,479-96.4% | $11,407-98.2% |