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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 | $4,215 | $54,757-92.3% | $90,304-95.3% | $72,975-94.2% |
| Participation rate | 47.3% | 65.2%-17.9pp | 73.3%-26.0pp | 69.5%-22.2pp |
| Annual return | 143.91% | 30.63%+113.3pp | 78.13%+65.8pp | 81.01%+62.9pp |
| Employer contribution / active EE | $838 | $2,093-60.0% | $2,855-70.6% | $2,440-65.7% |
| Participant deferral / active EE | $1,456 | $2,887-49.6% | $3,885-62.5% | $3,608-59.6% |
| Admin fee / account holder | $66 | $3,973-98.3% | $5,354-98.8% | $5,124-98.7% |