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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 | $4,318 | $76,407-94.3% | $150,298-97.1% | $82,448-94.8% |
| Participation rate | 68.9% | 66.4%+2.5pp | 77.8%-8.9pp | 68.1%+0.8pp |
| Annual return | 29.08% | 39.99%-10.9pp | 62.79%-33.7pp | 41.64%-12.6pp |
| Employer contribution / active EE | $476 | $2,614-81.8% | $4,154-88.6% | $2,551-81.4% |
| Participant deferral / active EE | $1,011 | $3,214-68.5% | $5,453-81.5% | $4,139-75.6% |
| Admin fee / account holder | $294 | $6,352-95.4% | $14,116-97.9% | $7,234-95.9% |