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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 | $13,670 | $65,361-79.1% | $92,903-85.3% | $72,983-81.3% |
| Participation rate | 46.4% | 68.3%-21.9pp | 76.0%-29.6pp | 69.5%-23.1pp |
| Annual return | 50.54% | 42.11%+8.4pp | 109.43%-58.9pp | 81.01%-30.5pp |
| Employer contribution / active EE | $893 | $2,594-65.6% | $3,653-75.5% | $2,440-63.4% |
| Participant deferral / active EE | $2,279 | $3,128-27.2% | $4,238-46.2% | $3,608-36.8% |
| Admin fee / account holder | $27 | $4,251-99.4% | $5,795-99.5% | $5,124-99.5% |