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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 | $5,652 | $60,128-90.6% | $90,440-93.8% | $79,852-92.9% |
| Participation rate | 65.4% | 65.0%+0.4pp | 72.7%-7.3pp | 69.6%-4.3pp |
| Annual return | 16.07% | 71.95%-55.9pp | 1294.38%-1278.3pp | 31.72%-15.7pp |
| Employer contribution / active EE | $327 | $2,068-84.2% | $3,263-90.0% | $2,471-86.8% |
| Participant deferral / active EE | $817 | $2,939-72.2% | $3,964-79.4% | $3,740-78.2% |
| Admin fee / account holder | $238 | $3,977-94.0% | $5,615-95.8% | $5,306-95.5% |