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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 | $8,738 | $52,279-83.3% | $89,400-90.2% | $79,858-89.1% |
| Participation rate | 45.6% | 57.5%-12.0pp | 68.0%-22.4pp | 69.6%-24.1pp |
| Annual return | 39.85% | 22.16%+17.7pp | 245.64%-205.8pp | 31.72%+8.1pp |
| Employer contribution / active EE | $635 | $1,572-59.6% | $2,586-75.5% | $2,471-74.3% |
| Participant deferral / active EE | $1,508 | $2,740-45.0% | $3,890-61.2% | $3,740-59.7% |
| Admin fee / account holder | $177 | $3,356-94.7% | $4,882-96.4% | $5,306-96.7% |