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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 | $4,350 | $46,599-90.7% | $64,101-93.2% | $75,173-94.2% |
| Participation rate | 61.1% | 65.9%-4.8pp | 72.3%-11.2pp | 67.2%-6.1pp |
| Annual return | 34.59% | 26.06%+8.5pp | 33.72%+0.9pp | 160.72%-126.1pp |
| Employer contribution / active EE | $393 | $1,975-80.1% | $2,749-85.7% | $2,671-85.3% |
| Participant deferral / active EE | $1,167 | $2,837-58.9% | $3,881-69.9% | $4,126-71.7% |
| Admin fee / account holder | $133 | $2,956-95.5% | $3,070-95.7% | $5,651-97.6% |