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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 | $1,506 | $97,125-98.4% | $86,233-98.3% | $137,256-98.9% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 24.14% | 74.19%-50.0pp | 61.39%-37.2pp | 220.34%-196.2pp |
| Employer contribution / active EE | $303 | $2,841-89.3% | $2,504-87.9% | $4,156-92.7% |
| Participant deferral / active EE | $1,183 | $5,180-77.2% | $4,559-74.1% | $6,407-81.5% |
| Admin fee / account holder | $245 | $9,725-97.5% | $8,342-97.1% | $12,270-98.0% |