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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 | $61,125-95.8% | $94,057-97.3% | $87,485-97.1% |
| Participation rate | 68.1% | 64.1%+4.1pp | 73.3%-5.2pp | 68.9%-0.8pp |
| Annual return | 36.78% | 35.20%+1.6pp | 480.62%-443.8pp | 26.06%+10.7pp |
| Employer contribution / active EE | $411 | $2,136-80.8% | $2,933-86.0% | $2,596-84.2% |
| Participant deferral / active EE | $1,540 | $3,260-52.8% | $4,709-67.3% | $4,274-64.0% |
| Admin fee / account holder | $212 | $5,629-96.2% | $7,244-97.1% | $7,775-97.3% |