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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 | $3,677 | $77,908-95.3% | $149,696-97.5% | $75,173-95.1% |
| Participation rate | 68.0% | 65.6%+2.4pp | 78.8%-10.8pp | 67.2%+0.8pp |
| Annual return | 19.14% | 31.73%-12.6pp | 134.46%-115.3pp | 160.72%-141.6pp |
| Employer contribution / active EE | $802 | $3,138-74.4% | $4,821-83.4% | $2,671-70.0% |
| Participant deferral / active EE | $1,588 | $3,411-53.5% | $5,682-72.1% | $4,126-61.5% |
| Admin fee / account holder | $52 | $5,950-99.1% | $13,212-99.6% | $5,651-99.1% |