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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 | $10,808 | $49,164-78.0% | $121,169-91.1% | $75,181-85.6% |
| Participation rate | 40.8% | 55.4%-14.6pp | 69.5%-28.7pp | 67.2%-26.4pp |
| Annual return | 16.66% | 56.03%-39.4pp | 986.71%-970.1pp | 160.69%-144.0pp |
| Employer contribution / active EE | $822 | $1,546-46.9% | $4,168-80.3% | $2,671-69.2% |
| Participant deferral / active EE | $1,169 | $2,628-55.5% | $4,083-71.4% | $4,126-71.7% |
| Admin fee / account holder | $247 | $3,942-93.7% | $5,645-95.6% | $5,650-95.6% |