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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 | $6,608 | $48,011-86.2% | $63,803-89.6% | $82,637-92.0% |
| Participation rate | 45.2% | 66.6%-21.3pp | 72.7%-27.5pp | 68.1%-22.8pp |
| Annual return | 30.52% | 19.84%+10.7pp | 543.72%-513.2pp | 53.51%-23.0pp |
| Employer contribution / active EE | $552 | $1,904-71.0% | $2,532-78.2% | $2,552-78.4% |
| Participant deferral / active EE | $919 | $2,846-67.7% | $3,843-76.1% | $4,126-77.7% |
| Admin fee / account holder | $172 | $3,873-95.6% | $5,196-96.7% | $7,339-97.7% |