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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 | $2,544 | $69,590-96.3% | $136,867-98.1% | $94,015-97.3% |
| Participation rate | 68.1% | 66.3%+1.8pp | 74.5%-6.4pp | 70.8%-2.7pp |
| Annual return | 36.78% | 19.62%+17.2pp | 42.97%-6.2pp | 17.84%+18.9pp |
| Employer contribution / active EE | $411 | $2,396-82.9% | $3,547-88.4% | $2,790-85.3% |
| Participant deferral / active EE | $1,540 | $3,437-55.2% | $4,924-68.7% | $4,249-63.8% |
| Admin fee / account holder | $212 | $8,912-97.6% | $10,340-98.0% | $8,951-97.6% |