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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 | $8,791 | $80,812-89.1% | $160,784-94.5% | $82,448-89.3% |
| Participation rate | 51.8% | 66.2%-14.4pp | 77.0%-25.2pp | 68.1%-16.3pp |
| Annual return | 24.03% | 100.59%-76.6pp | 1803.92%-1779.9pp | 41.64%-17.6pp |
| Employer contribution / active EE | $544 | $2,174-75.0% | $3,733-85.4% | $2,551-78.7% |
| Participant deferral / active EE | $1,356 | $4,335-68.7% | $6,293-78.4% | $4,139-67.2% |
| Admin fee / account holder | $155 | $7,695-98.0% | $9,717-98.4% | $7,234-97.9% |