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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 | $4,721 | $77,901-93.9% | $149,717-96.8% | $75,181-93.7% |
| Participation rate | 66.7% | 65.6%+1.1pp | 78.8%-12.1pp | 67.2%-0.5pp |
| Annual return | 36.83% | 31.73%+5.1pp | 134.41%-97.6pp | 160.69%-123.9pp |
| Employer contribution / active EE | $1,356 | $3,137-56.8% | $4,820-71.9% | $2,671-49.2% |
| Participant deferral / active EE | $1,793 | $3,411-47.4% | $5,682-68.4% | $4,126-56.5% |
| Admin fee / account holder | $273 | $5,949-95.4% | $13,213-97.9% | $5,650-95.2% |