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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 | $9,866 | $111,830-91.2% | $93,696-89.5% | $145,884-93.2% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 7.92% | 204.08%-196.2pp | 133.74%-125.8pp | 551.85%-543.9pp |
| Employer contribution / active EE | $909 | $3,093-70.6% | $2,422-62.5% | $4,662-80.5% |
| Participant deferral / active EE | $1,505 | $4,920-69.4% | $4,417-65.9% | $6,690-77.5% |
| Admin fee / account holder | $179 | $10,249-98.3% | $8,287-97.8% | $13,392-98.7% |