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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 | $13,567 | $91,179-85.1% | $178,499-92.4% | $79,852-83.0% |
| Participation rate | 47.5% | 69.2%-21.7pp | 81.9%-34.4pp | 69.6%-22.1pp |
| Annual return | 89.15% | 24.19%+65.0pp | 151.10%-62.0pp | 31.72%+57.4pp |
| Employer contribution / active EE | $1,295 | $3,256-60.2% | $5,011-74.2% | $2,471-47.6% |
| Participant deferral / active EE | $3,516 | $3,236+8.7% | $5,202-32.4% | $3,740-6.0% |
| Admin fee / account holder | $46 | $6,749-99.3% | $13,986-99.7% | $5,306-99.1% |