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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 | $1,078 | $29,670-96.4% | $56,054-98.1% | $80,911-98.7% |
| Participation rate | 57.1% | 41.7%+15.5pp | 52.5%+4.7pp | 67.6%-10.5pp |
| Annual return | 24.87% | 35.24%-10.4pp | 1705.95%-1681.1pp | 35.63%-10.8pp |
| Employer contribution / active EE | $448 | $670-33.1% | $1,039-56.9% | $2,756-83.7% |
| Participant deferral / active EE | $542 | $1,227-55.8% | $1,952-72.2% | $4,297-87.4% |
| Admin fee / account holder | $57 | $2,431-97.6% | $2,822-98.0% | $6,935-99.2% |