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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 | $9,808 | $56,134-82.5% | $96,161-89.8% | $85,856-88.6% |
| Participation rate | 21.4% | 56.7%-35.3pp | 68.4%-47.0pp | 69.3%-47.9pp |
| Annual return | 75.41% | 42.30%+33.1pp | 192.01%-116.6pp | 318.58%-243.2pp |
| Employer contribution / active EE | $364 | $1,620-77.5% | $2,798-87.0% | $2,565-85.8% |
| Participant deferral / active EE | $1,842 | $2,858-35.5% | $4,349-57.6% | $3,952-53.4% |
| Admin fee / account holder | $18 | $3,769-99.5% | $5,538-99.7% | $6,261-99.7% |