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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 | $14,640 | $58,726-75.1% | $92,240-84.1% | $62,293-76.5% |
| Participation rate | 34.6% | 68.3%-33.7pp | 76.5%-41.9pp | 69.5%-34.9pp |
| Annual return | 107.07% | 43.62%+63.5pp | 176.29%-69.2pp | 28.90%+78.2pp |
| Employer contribution / active EE | $737 | $2,392-69.2% | $3,680-80.0% | $2,042-63.9% |
| Participant deferral / active EE | $1,648 | $2,766-40.4% | $3,897-57.7% | $3,169-48.0% |
| Admin fee / account holder | $31 | $556-94.5% | $5,194-99.4% | $479-93.6% |