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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 | $1,224 | $22,602-94.6% | $65,566-98.1% | $75,173-98.4% |
| Participation rate | 53.6% | 63.1%-9.5pp | 64.9%-11.3pp | 67.2%-13.6pp |
| Annual return | 188.49% | 71.13%+117.4pp | 47.40%+141.1pp | 160.72%+27.8pp |
| Employer contribution / active EE | $341 | $941-63.8% | $1,692-79.9% | $2,671-87.2% |
| Participant deferral / active EE | $795 | $1,695-53.1% | $2,832-71.9% | $4,126-80.7% |
| Admin fee / account holder | $92 | $1,877-95.1% | $4,114-97.8% | $5,651-98.4% |