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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 | $5,971 | $123,854-95.2% | $69,623-91.4% | $145,884-95.9% |
| Participation rate | 63.6% | 69.2%-5.6pp | 66.4%-2.8pp | 80.3%-16.7pp |
| Annual return | 24.50% | 192.35%-167.8pp | 101.23%-76.7pp | 551.85%-527.3pp |
| Employer contribution / active EE | $1,111 | $2,673-58.4% | $1,709-35.0% | $4,662-76.2% |
| Participant deferral / active EE | $3,118 | $4,242-26.5% | $2,890+7.9% | $6,690-53.4% |
| Admin fee / account holder | $50 | $7,822-99.4% | $4,696-98.9% | $13,392-99.6% |