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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 | $2,595 | $81,262-96.8% | $155,602-98.3% | $80,911-96.8% |
| Participation rate | 60.0% | 66.2%-6.2pp | 78.2%-18.2pp | 67.6%-7.6pp |
| Annual return | 48.51% | 33.34%+15.2pp | 64.81%-16.3pp | 35.63%+12.9pp |
| Employer contribution / active EE | $672 | $3,102-78.3% | $4,675-85.6% | $2,756-75.6% |
| Participant deferral / active EE | $1,091 | $3,451-68.4% | $5,629-80.6% | $4,297-74.6% |
| Admin fee / account holder | $193 | $7,992-97.6% | $15,923-98.8% | $6,935-97.2% |