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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 | $5,042 | $34,316-85.3% | $74,723-93.3% | $72,976-93.1% |
| Participation rate | 68.2% | 42.4%+25.8pp | 54.5%+13.7pp | 69.5%-1.3pp |
| Annual return | 26.40% | 26.58%-0.2pp | 753.18%-726.8pp | 81.02%-54.6pp |
| Employer contribution / active EE | $868 | $692+25.4% | $1,084-19.9% | $2,440-64.4% |
| Participant deferral / active EE | $1,240 | $1,272-2.5% | $1,962-36.8% | $3,608-65.6% |
| Admin fee / account holder | $102 | $2,125-95.2% | $3,335-96.9% | $5,124-98.0% |