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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 | $9,752 | $56,431-82.7% | $130,788-92.5% | $87,485-88.9% |
| Participation rate | 62.5% | 58.9%+3.6pp | 70.1%-7.6pp | 68.9%-6.4pp |
| Annual return | 24.20% | 91.27%-67.1pp | 386.44%-362.2pp | 26.06%-1.9pp |
| Employer contribution / active EE | $418 | $1,549-73.0% | $3,558-88.2% | $2,596-83.9% |
| Participant deferral / active EE | $1,285 | $2,749-53.3% | $4,137-68.9% | $4,274-69.9% |
| Admin fee / account holder | $140 | $4,433-96.8% | $6,673-97.9% | $7,775-98.2% |