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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 | $1,746 | $36,140-95.2% | $73,658-97.6% | $64,340-97.3% |
| Participation rate | 55.8% | 31.0%+24.8pp | 57.0%-1.3pp | 55.2%+0.5pp |
| Annual return | 38.88% | 21.48%+17.4pp | 29.72%+9.2pp | 24.14%+14.7pp |
| Employer contribution / active EE | $0 | $443-100.0% | $1,032-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $744 | $1,023-27.3% | $2,062-63.9% | $2,980-75.0% |
| Admin fee / account holder | $68 | $2,513-97.3% | $3,357-98.0% | $3,703-98.2% |