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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 | $11,845 | $52,961-77.6% | $172,755-93.1% | $65,185-81.8% |
| Participation rate | 67.3% | 66.2%+1.1pp | 82.6%-15.3pp | 70.2%-2.9pp |
| Annual return | 30.58% | 30.12%+0.5pp | 802.94%-772.4pp | 29.38%+1.2pp |
| Employer contribution / active EE | $1,287 | $2,190-41.2% | $5,144-75.0% | $2,177-40.9% |
| Participant deferral / active EE | $1,403 | $2,471-43.2% | $5,198-73.0% | $3,514-60.1% |
| Admin fee / account holder | $291 | $472-38.4% | $13,955-97.9% | $847-65.7% |