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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 | $9,244 | $48,364-80.9% | $71,796-87.1% | $62,881-85.3% |
| Participation rate | 22.6% | 60.6%-38.0pp | 69.1%-46.5pp | 69.3%-46.7pp |
| Annual return | 199.37% | 13.16%+186.2pp | 78.04%+121.3pp | 20.14%+179.2pp |
| Employer contribution / active EE | $259 | $1,042-75.2% | $1,924-86.6% | $2,281-88.7% |
| Participant deferral / active EE | $1,033 | $2,091-50.6% | $2,794-63.0% | $3,203-67.7% |
| Admin fee / account holder | $54 | $3,771-98.6% | $4,815-98.9% | $4,296-98.8% |