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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 | $10,637 | $48,050-77.9% | $96,754-89.0% | $64,340-83.5% |
| Participation rate | 44.6% | 40.6%+4.1pp | 70.3%-25.6pp | 55.2%-10.6pp |
| Annual return | 19.52% | 23.41%-3.9pp | 82.04%-62.5pp | 24.14%-4.6pp |
| Employer contribution / active EE | $622 | $1,204-48.3% | $2,679-76.8% | $1,862-66.6% |
| Participant deferral / active EE | $1,300 | $2,191-40.7% | $4,758-72.7% | $2,980-56.4% |
| Admin fee / account holder | $32 | $3,741-99.1% | $8,905-99.6% | $3,703-99.1% |