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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 | $12,756 | $78,707-83.8% | $117,861-89.2% | $70,126-81.8% |
| Participation rate | 47.2% | 73.2%-26.0pp | 79.7%-32.5pp | 69.5%-22.3pp |
| Annual return | 76.12% | 23.30%+52.8pp | 335.11%-259.0pp | 73.15%+3.0pp |
| Employer contribution / active EE | $856 | $2,223-61.5% | $3,786-77.4% | $2,343-63.5% |
| Participant deferral / active EE | $1,948 | $3,297-40.9% | $4,482-56.5% | $3,332-41.5% |
| Admin fee / account holder | $2 | $5,066-100.0% | $8,021-100.0% | $4,645-100.0% |