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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 | $10,683 | $65,395-83.7% | $182,558-94.1% | $72,976-85.4% |
| Participation rate | 41.7% | 65.4%-23.8pp | 78.0%-36.3pp | 69.5%-27.8pp |
| Annual return | 41.01% | 27.68%+13.3pp | 148.59%-107.6pp | 81.02%-40.0pp |
| Employer contribution / active EE | $804 | $1,911-57.9% | $4,076-80.3% | $2,440-67.0% |
| Participant deferral / active EE | $2,629 | $3,563-26.2% | $5,526-52.4% | $3,608-27.1% |
| Admin fee / account holder | $293 | $4,245-93.1% | $8,594-96.6% | $5,124-94.3% |