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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 | $6,624 | $108,212-93.9% | $77,513-91.5% | $158,966-95.8% |
| Participation rate | 66.7% | 64.4%+2.2pp | 54.2%+12.5pp | 82.0%-15.3pp |
| Annual return | 23.31% | 31.67%-8.4pp | 54.81%-31.5pp | 302.95%-279.6pp |
| Employer contribution / active EE | $1,101 | $1,325-16.9% | $987+11.6% | $4,762-76.9% |
| Participant deferral / active EE | $1,410 | $2,455-42.6% | $1,861-24.2% | $5,983-76.4% |
| Admin fee / account holder | $83 | $3,709-97.8% | $2,859-97.1% | $11,250-99.3% |