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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 | $8,495 | $62,672-86.4% | $185,117-95.4% | $70,126-87.9% |
| Participation rate | 28.2% | 63.8%-35.6pp | 77.3%-49.1pp | 69.5%-41.3pp |
| Annual return | 78.54% | 40.79%+37.8pp | 40.50%+38.0pp | 73.15%+5.4pp |
| Employer contribution / active EE | $386 | $1,753-78.0% | $4,182-90.8% | $2,343-83.5% |
| Participant deferral / active EE | $1,425 | $3,272-56.4% | $5,045-71.7% | $3,332-57.2% |
| Admin fee / account holder | $0 | $3,932-100.0% | $8,159-100.0% | $4,645-100.0% |