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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 | $4,805 | $65,555-92.7% | $86,216-94.4% | $75,173-93.6% |
| Participation rate | 68.4% | 60.5%+7.9pp | 69.0%-0.5pp | 67.2%+1.2pp |
| Annual return | 26.15% | 46.07%-19.9pp | 1169.42%-1143.3pp | 160.72%-134.6pp |
| Employer contribution / active EE | $877 | $1,553-43.5% | $2,382-63.2% | $2,671-67.1% |
| Participant deferral / active EE | $1,254 | $3,023-58.5% | $3,986-68.5% | $4,126-69.6% |
| Admin fee / account holder | $133 | $5,469-97.6% | $6,853-98.1% | $5,651-97.6% |