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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 | $12,542 | $48,570-74.2% | $130,660-90.4% | $72,975-82.8% |
| Participation rate | 61.8% | 58.6%+3.2pp | 71.7%-10.0pp | 69.5%-7.7pp |
| Annual return | 23.60% | 38.63%-15.0pp | 1709.29%-1685.7pp | 81.01%-57.4pp |
| Employer contribution / active EE | $463 | $1,334-65.3% | $4,092-88.7% | $2,440-81.0% |
| Participant deferral / active EE | $1,175 | $2,384-50.7% | $3,603-67.4% | $3,608-67.4% |
| Admin fee / account holder | $230 | $3,549-93.5% | $5,463-95.8% | $5,124-95.5% |