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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 | $8,134 | $148,582-94.5% | $135,942-94.0% | $139,456-94.2% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 68.05% | 79.26%-11.2pp | 68.28%-0.2pp | 373.45%-305.4pp |
| Employer contribution / active EE | $1,120 | $5,245-78.6% | $4,858-76.9% | $4,753-76.4% |
| Participant deferral / active EE | $3,443 | $8,101-57.5% | $7,759-55.6% | $6,711-48.7% |
| Admin fee / account holder | $41 | $12,402-99.7% | $10,764-99.6% | $11,407-99.6% |