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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 | $9,702 | $53,128-81.7% | $86,582-88.8% | $70,126-86.2% |
| Participation rate | 42.3% | 65.3%-23.0pp | 73.5%-31.2pp | 69.5%-27.2pp |
| Annual return | 68.72% | 27.66%+41.1pp | 965.08%-896.4pp | 73.15%-4.4pp |
| Employer contribution / active EE | $831 | $2,068-59.8% | $2,839-70.7% | $2,343-64.5% |
| Participant deferral / active EE | $2,296 | $2,695-14.8% | $3,609-36.4% | $3,332-31.1% |
| Admin fee / account holder | $84 | $3,584-97.6% | $4,904-98.3% | $4,645-98.2% |