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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 | $6,331 | $83,485-92.4% | $125,195-94.9% | $72,976-91.3% |
| Participation rate | 60.0% | 73.3%-13.3pp | 79.8%-19.8pp | 69.5%-9.5pp |
| Annual return | 487.30% | 25.77%+461.5pp | 43.79%+443.5pp | 81.02%+406.3pp |
| Employer contribution / active EE | $671 | $2,346-71.4% | $3,866-82.6% | $2,440-72.5% |
| Participant deferral / active EE | $2,824 | $3,586-21.2% | $4,937-42.8% | $3,608-21.7% |
| Admin fee / account holder | $38 | $5,518-99.3% | $9,704-99.6% | $5,124-99.3% |