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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 | $5,584 | $74,535-92.5% | $100,712-94.5% | $82,637-93.2% |
| Participation rate | 57.8% | 61.2%-3.4pp | 69.3%-11.5pp | 68.1%-10.3pp |
| Annual return | 35.40% | 18.92%+16.5pp | 33.27%+2.1pp | 53.51%-18.1pp |
| Employer contribution / active EE | $562 | $1,503-62.6% | $2,313-75.7% | $2,552-78.0% |
| Participant deferral / active EE | $1,422 | $3,074-53.7% | $4,085-65.2% | $4,126-65.5% |
| Admin fee / account holder | $198 | $6,576-97.0% | $9,256-97.9% | $7,339-97.3% |