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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 | $9,289 | $78,690-88.2% | $161,489-94.2% | $87,485-89.4% |
| Participation rate | 34.2% | 67.5%-33.3pp | 78.7%-44.5pp | 68.9%-34.7pp |
| Annual return | 20.47% | 32.74%-12.3pp | 89.72%-69.3pp | 26.06%-5.6pp |
| Employer contribution / active EE | $518 | $2,588-80.0% | $4,268-87.9% | $2,596-80.1% |
| Participant deferral / active EE | $1,349 | $3,311-59.3% | $5,630-76.0% | $4,274-68.4% |
| Admin fee / account holder | $128 | $6,724-98.1% | $16,006-99.2% | $7,775-98.4% |