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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 | $6,016 | $121,677-95.1% | $104,625-94.3% | $158,966-96.2% |
| Participation rate | 65.0% | 77.5%-12.5pp | 74.1%-9.1pp | 82.0%-17.0pp |
| Annual return | 25.56% | 465.58%-440.0pp | 340.60%-315.0pp | 302.95%-277.4pp |
| Employer contribution / active EE | $546 | $3,165-82.7% | $2,681-79.6% | $4,762-88.5% |
| Participant deferral / active EE | $1,519 | $4,175-63.6% | $3,738-59.4% | $5,983-74.6% |
| Admin fee / account holder | $77 | $7,777-99.0% | $6,465-98.8% | $11,250-99.3% |