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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 | $2,915 | $96,491-97.0% | $75,894-96.2% | $152,885-98.1% |
| Participation rate | 66.7% | 76.2%-9.5pp | 69.3%-2.6pp | 82.5%-15.8pp |
| Annual return | 39.40% | 33.98%+5.4pp | 30.76%+8.6pp | 345.39%-306.0pp |
| Employer contribution / active EE | $1,597 | $3,310-51.8% | $2,501-36.2% | $4,763-66.5% |
| Participant deferral / active EE | $1,597 | $4,553-64.9% | $3,603-55.7% | $5,851-72.7% |
| Admin fee / account holder | $41 | $8,079-99.5% | $5,420-99.3% | $11,598-99.6% |