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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 | $4,768 | $49,199-90.3% | $121,204-96.1% | $75,173-93.7% |
| Participation rate | 64.9% | 55.4%+9.5pp | 69.5%-4.6pp | 67.2%-2.3pp |
| Annual return | 27.41% | 56.04%-28.6pp | 987.18%-959.8pp | 160.72%-133.3pp |
| Employer contribution / active EE | $718 | $1,547-53.6% | $4,170-82.8% | $2,671-73.1% |
| Participant deferral / active EE | $848 | $2,630-67.8% | $4,083-79.2% | $4,126-79.5% |
| Admin fee / account holder | $171 | $3,946-95.7% | $5,651-97.0% | $5,651-97.0% |