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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 | $4,210 | $43,423-90.3% | $78,676-94.6% | $55,167-92.4% |
| Participation rate | 53.9% | 68.0%-14.1pp | 73.6%-19.6pp | 69.0%-15.1pp |
| Annual return | 20.17% | 11.53%+8.6pp | 62.19%-42.0pp | 169.23%-149.1pp |
| Employer contribution / active EE | $761 | $1,997-61.9% | $2,850-73.3% | $1,963-61.2% |
| Participant deferral / active EE | $1,239 | $2,509-50.6% | $3,517-64.8% | $3,054-59.4% |
| Admin fee / account holder | $161 | $416-61.3% | $4,510-96.4% | $504-68.0% |