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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 | $10,424 | $109,411-90.5% | $89,435-88.3% | $158,982-93.4% |
| Participation rate | 62.5% | 74.3%-11.8pp | 68.0%-5.5pp | 82.0%-19.5pp |
| Annual return | 24.11% | 345.68%-321.6pp | 245.55%-221.4pp | 302.99%-278.9pp |
| Employer contribution / active EE | $1,055 | $3,173-66.7% | $2,587-59.2% | $4,763-77.8% |
| Participant deferral / active EE | $1,522 | $4,600-66.9% | $3,890-60.9% | $5,983-74.6% |
| Admin fee / account holder | $170 | $6,159-97.2% | $4,884-96.5% | $11,252-98.5% |