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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 | $4,205 | $95,383-95.6% | $185,837-97.7% | $85,856-95.1% |
| Participation rate | 69.0% | 68.8%+0.2pp | 81.7%-12.7pp | 69.3%-0.4pp |
| Annual return | 18.98% | 23.59%-4.6pp | 122.08%-103.1pp | 318.58%-299.6pp |
| Employer contribution / active EE | $795 | $3,313-76.0% | $5,168-84.6% | $2,565-69.0% |
| Participant deferral / active EE | $1,006 | $3,423-70.6% | $5,568-81.9% | $3,952-74.5% |
| Admin fee / account holder | $106 | $7,213-98.5% | $16,241-99.3% | $6,261-98.3% |