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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 | $3,925 | $108,212-96.4% | $77,513-94.9% | $158,966-97.5% |
| Participation rate | 47.6% | 64.4%-16.8pp | 54.2%-6.6pp | 82.0%-34.3pp |
| Annual return | 81.63% | 31.67%+50.0pp | 54.81%+26.8pp | 302.95%-221.3pp |
| Employer contribution / active EE | $421 | $1,325-68.3% | $987-57.4% | $4,762-91.2% |
| Participant deferral / active EE | $854 | $2,455-65.2% | $1,861-54.1% | $5,983-85.7% |
| Admin fee / account holder | $8 | $3,709-99.8% | $2,859-99.7% | $11,250-99.9% |