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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 | $4,488 | $63,342-92.9% | $92,236-95.1% | $70,131-93.6% |
| Participation rate | 56.8% | 68.7%-11.9pp | 76.5%-19.7pp | 69.5%-12.8pp |
| Annual return | 26.14% | 530.15%-504.0pp | 176.29%-150.2pp | 73.14%-47.0pp |
| Employer contribution / active EE | $690 | $2,471-72.1% | $3,679-81.3% | $2,342-70.6% |
| Participant deferral / active EE | $1,574 | $2,854-44.8% | $3,897-59.6% | $3,332-52.8% |
| Admin fee / account holder | $201 | $3,840-94.8% | $5,194-96.1% | $4,645-95.7% |