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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 | $15,680 | $68,681-77.2% | $86,615-81.9% | $85,847-81.7% |
| Participation rate | 29.5% | 66.4%-36.8pp | 71.6%-42.1pp | 69.3%-39.8pp |
| Annual return | 87.16% | 20.12%+67.0pp | 63.51%+23.6pp | 318.61%-231.4pp |
| Employer contribution / active EE | $607 | $1,880-67.7% | $2,496-75.7% | $2,565-76.3% |
| Participant deferral / active EE | $1,956 | $2,919-33.0% | $3,699-47.1% | $3,952-50.5% |
| Admin fee / account holder | $38 | $5,974-99.4% | $5,830-99.3% | $6,261-99.4% |