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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 | $8,467 | $51,244-83.5% | $80,977-89.5% | $55,167-84.7% |
| Participation rate | 62.0% | 71.7%-9.7pp | 75.8%-13.8pp | 69.0%-7.0pp |
| Annual return | 276.59% | 17.39%+259.2pp | 17.11%+259.5pp | 169.23%+107.4pp |
| Employer contribution / active EE | $582 | $1,770-67.1% | $3,715-84.3% | $1,963-70.4% |
| Participant deferral / active EE | $1,931 | $4,418-56.3% | $5,696-66.1% | $3,054-36.8% |
| Admin fee / account holder | $246 | $398-38.2% | $5,517-95.5% | $504-51.2% |