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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 | $4,720 | $77,638-93.9% | $156,551-97.0% | $62,881-92.5% |
| Participation rate | 34.2% | 71.2%-37.0pp | 84.0%-49.8pp | 69.3%-35.1pp |
| Annual return | 22.40% | 50.33%-27.9pp | 32.23%-9.8pp | 20.14%+2.3pp |
| Employer contribution / active EE | $449 | $3,444-87.0% | $5,501-91.8% | $2,281-80.3% |
| Participant deferral / active EE | $1,128 | $3,046-63.0% | $4,871-76.8% | $3,203-64.8% |
| Admin fee / account holder | $230 | $5,561-95.9% | $13,028-98.2% | $4,296-94.6% |