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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 | $3,782 | $97,125-96.1% | $86,233-95.6% | $137,256-97.2% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.0%-9.0pp | 80.0%-20.0pp |
| Annual return | 16.43% | 74.19%-57.8pp | 61.39%-45.0pp | 220.34%-203.9pp |
| Employer contribution / active EE | $588 | $2,841-79.3% | $2,504-76.5% | $4,156-85.9% |
| Participant deferral / active EE | $1,252 | $5,180-75.8% | $4,559-72.5% | $6,407-80.5% |
| Admin fee / account holder | $53 | $9,725-99.5% | $8,342-99.4% | $12,270-99.6% |