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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 | $5,455 | $91,179-94.0% | $178,499-96.9% | $79,852-93.2% |
| Participation rate | 64.5% | 69.2%-4.7pp | 81.9%-17.4pp | 69.6%-5.1pp |
| Annual return | 28.84% | 24.19%+4.6pp | 151.10%-122.3pp | 31.72%-2.9pp |
| Employer contribution / active EE | $764 | $3,256-76.5% | $5,011-84.8% | $2,471-69.1% |
| Participant deferral / active EE | $902 | $3,236-72.1% | $5,202-82.7% | $3,740-75.9% |
| Admin fee / account holder | $17 | $6,749-99.7% | $13,986-99.9% | $5,306-99.7% |