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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 | $5,352 | $183,516-97.1% | $155,534-96.6% | $145,884-96.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 63.77% | 61.43%+2.3pp | 64.92%-1.1pp | 551.85%-488.1pp |
| Employer contribution / active EE | $1,581 | $5,315-70.2% | $4,675-66.2% | $4,662-66.1% |
| Participant deferral / active EE | $1,905 | $6,467-70.5% | $5,630-66.2% | $6,690-71.5% |
| Admin fee / account holder | $12 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |