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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 | $7,488 | $118,496-93.7% | $98,461-92.4% | $139,466-94.6% |
| Participation rate | 64.3% | 77.5%-13.2pp | 75.2%-10.9pp | 80.3%-16.0pp |
| Annual return | 45.37% | 18.96%+26.4pp | 21.17%+24.2pp | 373.66%-328.3pp |
| Employer contribution / active EE | $1,683 | $3,611-53.4% | $3,049-44.8% | $4,754-64.6% |
| Participant deferral / active EE | $1,698 | $5,393-68.5% | $4,738-64.2% | $6,712-74.7% |
| Admin fee / account holder | $38 | $14,056-99.7% | $8,961-99.6% | $11,409-99.7% |