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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 | $8,192 | $95,415-91.4% | $185,851-95.6% | $85,851-90.5% |
| Participation rate | 47.4% | 68.8%-21.4pp | 81.7%-34.3pp | 69.3%-22.0pp |
| Annual return | 36.64% | 23.59%+13.1pp | 122.11%-85.5pp | 318.63%-282.0pp |
| Employer contribution / active EE | $636 | $3,314-80.8% | $5,168-87.7% | $2,565-75.2% |
| Participant deferral / active EE | $2,374 | $3,424-30.7% | $5,569-57.4% | $3,952-39.9% |
| Admin fee / account holder | $252 | $7,215-96.5% | $16,245-98.5% | $6,261-96.0% |