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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 | $9,032 | $53,128-83.0% | $86,582-89.6% | $70,126-87.1% |
| Participation rate | 60.9% | 65.3%-4.4pp | 73.5%-12.7pp | 69.5%-8.7pp |
| Annual return | 22.54% | 27.66%-5.1pp | 965.08%-942.5pp | 73.15%-50.6pp |
| Employer contribution / active EE | $608 | $2,068-70.6% | $2,839-78.6% | $2,343-74.1% |
| Participant deferral / active EE | $1,126 | $2,695-58.2% | $3,609-68.8% | $3,332-66.2% |
| Admin fee / account holder | $148 | $3,584-95.9% | $4,904-97.0% | $4,645-96.8% |