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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 | $2,873 | $58,241-95.1% | $81,780-96.5% | $80,911-96.4% |
| Participation rate | 52.2% | 63.4%-11.3pp | 72.4%-20.2pp | 67.6%-15.5pp |
| Annual return | 68.65% | 41.73%+26.9pp | 776.27%-707.6pp | 35.63%+33.0pp |
| Employer contribution / active EE | $550 | $2,343-76.5% | $2,914-81.1% | $2,756-80.0% |
| Participant deferral / active EE | $942 | $3,283-71.3% | $4,321-78.2% | $4,297-78.1% |
| Admin fee / account holder | $61 | $4,973-98.8% | $7,384-99.2% | $6,935-99.1% |