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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 | $5,083 | $78,690-93.5% | $161,489-96.9% | $87,485-94.2% |
| Participation rate | 53.0% | 67.5%-14.4pp | 78.7%-25.7pp | 68.9%-15.9pp |
| Annual return | 24.33% | 32.74%-8.4pp | 89.72%-65.4pp | 26.06%-1.7pp |
| Employer contribution / active EE | $805 | $2,588-68.9% | $4,268-81.1% | $2,596-69.0% |
| Participant deferral / active EE | $1,331 | $3,311-59.8% | $5,630-76.4% | $4,274-68.8% |
| Admin fee / account holder | $21 | $6,724-99.7% | $16,006-99.9% | $7,775-99.7% |