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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 | $10,401 | $46,877-77.8% | $122,354-91.5% | $70,126-85.2% |
| Participation rate | 36.4% | 58.2%-21.8pp | 71.6%-35.3pp | 69.5%-33.2pp |
| Annual return | 43.17% | 24.22%+19.0pp | 30.28%+12.9pp | 73.15%-30.0pp |
| Employer contribution / active EE | $573 | $1,288-55.6% | $4,051-85.9% | $2,343-75.6% |
| Participant deferral / active EE | $1,129 | $2,167-47.9% | $3,287-65.7% | $3,332-66.1% |
| Admin fee / account holder | $157 | $3,324-95.3% | $5,479-97.1% | $4,645-96.6% |