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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 | $2,670 | $45,050-94.1% | $63,018-95.8% | $70,126-96.2% |
| Participation rate | 69.2% | 69.5%-0.3pp | 74.8%-5.6pp | 69.5%-0.3pp |
| Annual return | 52.60% | 18.76%+33.8pp | 87.62%-35.0pp | 73.15%-20.5pp |
| Employer contribution / active EE | $479 | $2,052-76.6% | $2,761-82.6% | $2,343-79.5% |
| Participant deferral / active EE | $1,521 | $2,466-38.3% | $3,330-54.3% | $3,332-54.3% |
| Admin fee / account holder | $6 | $2,834-99.8% | $3,601-99.8% | $4,645-99.9% |