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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 | $8,722 | $81,331-89.3% | $155,534-94.4% | $80,935-89.2% |
| Participation rate | 59.3% | 66.3%-7.0pp | 78.2%-19.0pp | 67.7%-8.4pp |
| Annual return | 11.60% | 33.37%-21.8pp | 64.92%-53.3pp | 35.66%-24.1pp |
| Employer contribution / active EE | $536 | $3,105-82.7% | $4,675-88.5% | $2,757-80.5% |
| Participant deferral / active EE | $2,024 | $3,454-41.4% | $5,630-64.0% | $4,299-52.9% |
| Admin fee / account holder | $190 | $7,999-97.6% | $15,900-98.8% | $6,924-97.3% |