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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 | $5,861 | $65,566-91.1% | $86,235-93.2% | $75,177-92.2% |
| Participation rate | 67.9% | 60.5%+7.4pp | 69.0%-1.1pp | 67.2%+0.7pp |
| Annual return | 25.37% | 46.07%-20.7pp | 1170.03%-1144.7pp | 160.75%-135.4pp |
| Employer contribution / active EE | $659 | $1,553-57.5% | $2,381-72.3% | $2,671-75.3% |
| Participant deferral / active EE | $1,412 | $3,023-53.3% | $3,987-64.6% | $4,126-65.8% |
| Admin fee / account holder | $142 | $5,470-97.4% | $6,856-97.9% | $5,651-97.5% |