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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 | $12,083 | $49,249-75.5% | $70,476-82.9% | $79,852-84.9% |
| Participation rate | 26.9% | 69.2%-42.2pp | 75.1%-48.1pp | 69.6%-42.7pp |
| Annual return | 229.11% | 30.09%+199.0pp | 109.12%+120.0pp | 31.72%+197.4pp |
| Employer contribution / active EE | $1,009 | $2,100-51.9% | $2,738-63.1% | $2,471-59.1% |
| Participant deferral / active EE | $1,616 | $2,769-41.7% | $3,710-56.5% | $3,740-56.8% |
| Admin fee / account holder | $30 | $2,878-99.0% | $3,847-99.2% | $5,306-99.4% |