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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 | $5,453 | $46,599-88.3% | $64,101-91.5% | $75,173-92.7% |
| Participation rate | 56.7% | 65.9%-9.3pp | 72.3%-15.6pp | 67.2%-10.5pp |
| Annual return | 83.24% | 26.06%+57.2pp | 33.72%+49.5pp | 160.72%-77.5pp |
| Employer contribution / active EE | $837 | $1,975-57.6% | $2,749-69.5% | $2,671-68.7% |
| Participant deferral / active EE | $1,926 | $2,837-32.1% | $3,881-50.4% | $4,126-53.3% |
| Admin fee / account holder | $87 | $2,956-97.0% | $3,070-97.2% | $5,651-98.5% |