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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 | $1,383 | $29,733-95.3% | $56,025-97.5% | $80,959-98.3% |
| Participation rate | 59.5% | 41.7%+17.8pp | 52.5%+7.0pp | 67.7%-8.1pp |
| Annual return | 11.19% | 35.28%-24.1pp | 1712.69%-1701.5pp | 35.67%-24.5pp |
| Employer contribution / active EE | $226 | $672-66.3% | $1,042-78.3% | $2,757-91.8% |
| Participant deferral / active EE | $269 | $1,229-78.2% | $1,955-86.3% | $4,300-93.8% |
| Admin fee / account holder | $170 | $2,434-93.0% | $2,828-94.0% | $6,925-97.6% |