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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 | $10,602 | $49,177-78.4% | $79,466-86.7% | $64,173-83.5% |
| Participation rate | 47.7% | 65.0%-17.3pp | 73.3%-25.6pp | 69.6%-21.8pp |
| Annual return | 58.79% | -1.16%+60.0pp | 718.28%-659.5pp | 7.63%+51.2pp |
| Employer contribution / active EE | $695 | $2,076-66.5% | $2,800-75.2% | $2,381-70.8% |
| Participant deferral / active EE | $1,703 | $2,821-39.6% | $3,704-54.0% | $3,470-50.9% |
| Admin fee / account holder | $199 | $3,839-94.8% | $5,104-96.1% | $4,887-95.9% |