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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 | $11,194 | $65,041-82.8% | $90,965-87.7% | $79,858-86.0% |
| Participation rate | 64.9% | 61.6%+3.3pp | 69.0%-4.1pp | 69.6%-4.8pp |
| Annual return | 19.61% | 30.45%-10.8pp | 134.57%-115.0pp | 31.72%-12.1pp |
| Employer contribution / active EE | $755 | $1,247-39.5% | $2,122-64.4% | $2,471-69.4% |
| Participant deferral / active EE | $1,637 | $2,512-34.8% | $3,373-51.5% | $3,740-56.2% |
| Admin fee / account holder | $4 | $4,536-99.9% | $5,960-99.9% | $5,306-99.9% |