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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 | $3,894 | $95,580-95.9% | $76,872-94.9% | $139,466-97.2% |
| Participation rate | 57.1% | 74.0%-16.8pp | 69.6%-12.4pp | 80.3%-23.2pp |
| Annual return | 46.57% | 55.00%-8.4pp | 37.90%+8.7pp | 373.66%-327.1pp |
| Employer contribution / active EE | $668 | $3,145-78.8% | $2,533-73.6% | $4,754-85.9% |
| Participant deferral / active EE | $974 | $4,623-78.9% | $3,832-74.6% | $6,712-85.5% |
| Admin fee / account holder | $17 | $8,302-99.8% | $5,476-99.7% | $11,409-99.9% |