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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 | $7,370 | $48,053-84.7% | $84,637-91.3% | $72,976-89.9% |
| Participation rate | 34.4% | 57.6%-23.2pp | 68.2%-33.9pp | 69.5%-35.1pp |
| Annual return | 62.42% | 37.39%+25.0pp | 258.82%-196.4pp | 81.02%-18.6pp |
| Employer contribution / active EE | $299 | $1,602-81.3% | $2,653-88.7% | $2,440-87.7% |
| Participant deferral / active EE | $898 | $2,681-66.5% | $3,900-77.0% | $3,608-75.1% |
| Admin fee / account holder | $23 | $3,395-99.3% | $4,914-99.5% | $5,124-99.6% |