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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 | $8,911 | $52,279-83.0% | $89,400-90.0% | $79,858-88.8% |
| Participation rate | 60.0% | 57.5%+2.5pp | 68.0%-8.0pp | 69.6%-9.6pp |
| Annual return | 51.27% | 22.16%+29.1pp | 245.64%-194.4pp | 31.72%+19.6pp |
| Employer contribution / active EE | $1,632 | $1,572+3.9% | $2,586-36.9% | $2,471-33.9% |
| Participant deferral / active EE | $2,930 | $2,740+6.9% | $3,890-24.7% | $3,740-21.7% |
| Admin fee / account holder | $48 | $3,356-98.6% | $4,882-99.0% | $5,306-99.1% |