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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 | $5,472 | $34,316-84.1% | $74,723-92.7% | $72,976-92.5% |
| Participation rate | 65.6% | 42.4%+23.2pp | 54.5%+11.2pp | 69.5%-3.9pp |
| Annual return | 20.13% | 26.58%-6.4pp | 753.18%-733.0pp | 81.02%-60.9pp |
| Employer contribution / active EE | $553 | $692-20.1% | $1,084-49.0% | $2,440-77.4% |
| Participant deferral / active EE | $1,649 | $1,272+29.7% | $1,962-15.9% | $3,608-54.3% |
| Admin fee / account holder | $233 | $2,125-89.0% | $3,335-93.0% | $5,124-95.5% |