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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 | $5,957 | $84,236-92.9% | $170,435-96.5% | $70,126-91.5% |
| Participation rate | 23.9% | 70.8%-46.9pp | 83.6%-59.7pp | 69.5%-45.6pp |
| Annual return | 40.33% | 23.06%+17.3pp | 205.94%-165.6pp | 73.15%-32.8pp |
| Employer contribution / active EE | $422 | $3,387-87.5% | $5,432-92.2% | $2,343-82.0% |
| Participant deferral / active EE | $1,024 | $3,086-66.8% | $4,939-79.3% | $3,332-69.3% |
| Admin fee / account holder | $64 | $5,698-98.9% | $13,881-99.5% | $4,645-98.6% |