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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 | $3,721 | $57,590-93.5% | $86,233-95.7% | $82,448-95.5% |
| Participation rate | 63.0% | 57.9%+5.1pp | 69.0%-6.1pp | 68.1%-5.1pp |
| Annual return | 138.39% | 22.41%+116.0pp | 61.39%+77.0pp | 41.64%+96.8pp |
| Employer contribution / active EE | $263 | $1,655-84.1% | $2,504-89.5% | $2,551-89.7% |
| Participant deferral / active EE | $1,081 | $3,080-64.9% | $4,559-76.3% | $4,139-73.9% |
| Admin fee / account holder | $48 | $4,730-99.0% | $8,342-99.4% | $7,234-99.3% |