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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 | $5,369 | $176,402-97.0% | $134,162-96.0% | $158,982-96.6% |
| Participation rate | 42.9% | 78.7%-35.9pp | 72.2%-29.3pp | 82.0%-39.1pp |
| Annual return | 34.20% | 63.66%-29.5pp | 36.35%-2.2pp | 302.99%-268.8pp |
| Employer contribution / active EE | $247 | $5,042-95.1% | $3,705-93.3% | $4,763-94.8% |
| Participant deferral / active EE | $1,160 | $4,093-71.7% | $3,500-66.9% | $5,983-80.6% |
| Admin fee / account holder | $198 | $8,719-97.7% | $6,685-97.0% | $11,252-98.2% |