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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 | $7,189 | $115,796-93.8% | $101,264-92.9% | $158,950-95.5% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 47.90% | 56.15%-8.2pp | 46.48%+1.4pp | 302.91%-255.0pp |
| Employer contribution / active EE | $1,171 | $4,175-72.0% | $3,660-68.0% | $4,762-75.4% |
| Participant deferral / active EE | $3,144 | $4,958-36.6% | $4,370-28.1% | $5,983-47.5% |
| Admin fee / account holder | $108 | $7,247-98.5% | $5,947-98.2% | $11,248-99.0% |