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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 | $7,990 | $67,602-88.2% | $82,312-90.3% | $70,126-88.6% |
| Participation rate | 46.2% | 72.8%-26.6pp | 76.9%-30.7pp | 69.5%-23.4pp |
| Annual return | 253.45% | 21.57%+231.9pp | 25.88%+227.6pp | 73.15%+180.3pp |
| Employer contribution / active EE | $755 | $1,755-57.0% | $2,428-68.9% | $2,343-67.8% |
| Participant deferral / active EE | $2,921 | $2,987-2.2% | $3,706-21.2% | $3,332-12.3% |
| Admin fee / account holder | $73 | $4,512-98.4% | $5,608-98.7% | $4,645-98.4% |