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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 | $7,812 | $65,555-88.1% | $86,216-90.9% | $75,173-89.6% |
| Participation rate | 62.8% | 60.5%+2.3pp | 69.0%-6.2pp | 67.2%-4.4pp |
| Annual return | 18.44% | 46.07%-27.6pp | 1169.42%-1151.0pp | 160.72%-142.3pp |
| Employer contribution / active EE | $868 | $1,553-44.1% | $2,382-63.6% | $2,671-67.5% |
| Participant deferral / active EE | $1,448 | $3,023-52.1% | $3,986-63.7% | $4,126-64.9% |
| Admin fee / account holder | $290 | $5,469-94.7% | $6,853-95.8% | $5,651-94.9% |