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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 | $9,644 | $86,298-88.8% | $111,308-91.3% | $85,847-88.8% |
| Participation rate | 59.4% | 73.3%-14.0pp | 77.3%-17.9pp | 69.3%-9.9pp |
| Annual return | 14.68% | 19.99%-5.3pp | 54.67%-40.0pp | 318.61%-303.9pp |
| Employer contribution / active EE | $914 | $2,044-55.3% | $2,732-66.5% | $2,565-64.4% |
| Participant deferral / active EE | $1,792 | $3,641-50.8% | $4,487-60.1% | $3,952-54.7% |
| Admin fee / account holder | $102 | $8,189-98.8% | $7,965-98.7% | $6,261-98.4% |