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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 | $6,234 | $58,275-89.3% | $81,844-92.4% | $80,935-92.3% |
| Participation rate | 68.5% | 63.5%+5.1pp | 72.4%-3.9pp | 67.7%+0.9pp |
| Annual return | 88.76% | 41.82%+46.9pp | 778.87%-690.1pp | 35.66%+53.1pp |
| Employer contribution / active EE | $648 | $2,346-72.4% | $2,916-77.8% | $2,757-76.5% |
| Participant deferral / active EE | $1,222 | $3,285-62.8% | $4,323-71.7% | $4,299-71.6% |
| Admin fee / account holder | $46 | $4,749-99.0% | $7,355-99.4% | $6,924-99.3% |