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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 | $3,805 | $30,437-87.5% | $56,033-93.2% | $74,459-94.9% |
| Participation rate | 55.4% | 32.9%+22.6pp | 52.5%+3.0pp | 67.2%-11.8pp |
| Annual return | 22.97% | 24.96%-2.0pp | 1711.38%-1688.4pp | 1369.70%-1346.7pp |
| Employer contribution / active EE | $1,050 | $610+72.1% | $1,041+0.8% | $2,626-60.0% |
| Participant deferral / active EE | $747 | $1,176-36.5% | $1,954-61.8% | $4,350-82.8% |
| Admin fee / account holder | $184 | $2,363-92.2% | $2,827-93.5% | $1,945-90.5% |