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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 | $4,399 | $77,901-94.4% | $149,717-97.1% | $75,181-94.1% |
| Participation rate | 65.8% | 65.6%+0.2pp | 78.8%-13.0pp | 67.2%-1.4pp |
| Annual return | 88.39% | 31.73%+56.7pp | 134.41%-46.0pp | 160.69%-72.3pp |
| Employer contribution / active EE | $1,067 | $3,137-66.0% | $4,820-77.9% | $2,671-60.0% |
| Participant deferral / active EE | $1,104 | $3,411-67.6% | $5,682-80.6% | $4,126-73.3% |
| Admin fee / account holder | $0 | $5,949-100.0% | $13,213-100.0% | $5,650-100.0% |