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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 | $9,387 | $53,128-82.3% | $86,582-89.2% | $70,126-86.6% |
| Participation rate | 51.6% | 65.3%-13.7pp | 73.5%-21.9pp | 69.5%-17.9pp |
| Annual return | 28.71% | 27.66%+1.1pp | 965.08%-936.4pp | 73.15%-44.4pp |
| Employer contribution / active EE | $269 | $2,068-87.0% | $2,839-90.5% | $2,343-88.5% |
| Participant deferral / active EE | $1,766 | $2,695-34.5% | $3,609-51.0% | $3,332-47.0% |
| Admin fee / account holder | $99 | $3,584-97.2% | $4,904-98.0% | $4,645-97.9% |