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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 | $7,820 | $73,107-89.3% | $114,563-93.2% | $87,485-91.1% |
| Participation rate | 59.0% | 65.8%-6.8pp | 72.9%-13.9pp | 68.9%-10.0pp |
| Annual return | 25.23% | 19.47%+5.8pp | 241.09%-215.9pp | 26.06%-0.8pp |
| Employer contribution / active EE | $709 | $1,881-62.3% | $2,592-72.6% | $2,596-72.7% |
| Participant deferral / active EE | $1,365 | $3,144-56.6% | $4,142-67.0% | $4,274-68.1% |
| Admin fee / account holder | $38 | $5,770-99.3% | $7,623-99.5% | $7,775-99.5% |