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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 | $5,847 | $45,050-87.0% | $63,018-90.7% | $70,126-91.7% |
| Participation rate | 46.7% | 69.5%-22.8pp | 74.8%-28.1pp | 69.5%-22.9pp |
| Annual return | 109.16% | 18.76%+90.4pp | 87.62%+21.5pp | 73.15%+36.0pp |
| Employer contribution / active EE | $1,053 | $2,052-48.7% | $2,761-61.8% | $2,343-55.0% |
| Participant deferral / active EE | $1,708 | $2,466-30.7% | $3,330-48.7% | $3,332-48.7% |
| Admin fee / account holder | $17 | $2,834-99.4% | $3,601-99.5% | $4,645-99.6% |