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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 | $10,045 | $57,541-82.5% | $95,728-89.5% | $75,181-86.6% |
| Participation rate | 25.9% | 62.5%-36.6pp | 72.3%-46.3pp | 67.2%-41.3pp |
| Annual return | 14.34% | 34.93%-20.6pp | 28.40%-14.1pp | 160.69%-146.3pp |
| Employer contribution / active EE | $727 | $1,808-59.8% | $2,835-74.4% | $2,671-72.8% |
| Participant deferral / active EE | $2,669 | $3,074-13.2% | $4,245-37.1% | $4,126-35.3% |
| Admin fee / account holder | $71 | $4,099-98.3% | $5,673-98.8% | $5,650-98.7% |