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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 | $8,952 | $81,276-89.0% | $155,574-94.2% | $80,925-88.9% |
| Participation rate | 27.3% | 66.2%-39.0pp | 78.2%-50.9pp | 67.7%-40.4pp |
| Annual return | 220.06% | 33.36%+186.7pp | 64.87%+155.2pp | 35.65%+184.4pp |
| Employer contribution / active EE | $717 | $3,103-76.9% | $4,676-84.7% | $2,756-74.0% |
| Participant deferral / active EE | $1,624 | $3,453-53.0% | $5,629-71.1% | $4,299-62.2% |
| Admin fee / account holder | $255 | $7,993-96.8% | $15,914-98.4% | $6,940-96.3% |