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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 | $7,634 | $183,627-95.8% | $155,602-95.1% | $145,978-94.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 18.04% | 61.32%-43.3pp | 64.81%-46.8pp | 550.52%-532.5pp |
| Employer contribution / active EE | $1,371 | $5,316-74.2% | $4,675-70.7% | $4,662-70.6% |
| Participant deferral / active EE | $2,710 | $6,466-58.1% | $5,629-51.9% | $6,690-59.5% |
| Admin fee / account holder | $81 | $19,327-99.6% | $15,923-99.5% | $13,400-99.4% |