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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 | $10,629 | $98,766-89.2% | $149,730-92.9% | $79,852-86.7% |
| Participation rate | 65.4% | 75.8%-10.4pp | 82.5%-17.1pp | 69.6%-4.3pp |
| Annual return | 20.66% | 27.43%-6.8pp | 276.70%-256.0pp | 31.72%-11.1pp |
| Employer contribution / active EE | $808 | $3,217-74.9% | $4,645-82.6% | $2,471-67.3% |
| Participant deferral / active EE | $3,198 | $5,681-43.7% | $6,843-53.3% | $3,740-14.5% |
| Admin fee / account holder | $133 | $6,052-97.8% | $9,310-98.6% | $5,306-97.5% |