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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 | $11,772 | $43,496-72.9% | $161,489-92.7% | $64,340-81.7% |
| Participation rate | 45.9% | 53.5%-7.6pp | 78.7%-32.8pp | 55.2%-9.3pp |
| Annual return | 21.65% | 20.76%+0.9pp | 89.72%-68.1pp | 24.14%-2.5pp |
| Employer contribution / active EE | $577 | $1,431-59.7% | $4,268-86.5% | $1,862-69.0% |
| Participant deferral / active EE | $1,396 | $1,996-30.0% | $5,630-75.2% | $2,980-53.1% |
| Admin fee / account holder | $43 | $2,330-98.1% | $16,006-99.7% | $3,703-98.8% |