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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 | $5,200 | $110,039-95.3% | $97,260-94.7% | $145,884-96.4% |
| Participation rate | 57.1% | 75.9%-18.8pp | 72.7%-15.5pp | 80.3%-23.2pp |
| Annual return | 15.00% | 244.44%-229.4pp | 75.54%-60.5pp | 551.85%-536.8pp |
| Employer contribution / active EE | $631 | $3,074-79.5% | $2,721-76.8% | $4,662-86.5% |
| Participant deferral / active EE | $1,077 | $4,674-77.0% | $4,262-74.7% | $6,690-83.9% |
| Admin fee / account holder | $100 | $6,204-98.4% | $5,640-98.2% | $13,392-99.3% |