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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 | $7,836 | $78,428-90.0% | $95,960-91.8% | $79,852-90.2% |
| Participation rate | 65.4% | 73.5%-8.1pp | 77.1%-11.6pp | 69.6%-4.2pp |
| Annual return | 71.08% | 19.37%+51.7pp | 91.63%-20.6pp | 31.72%+39.4pp |
| Employer contribution / active EE | $972 | $1,945-50.0% | $2,541-61.7% | $2,471-60.7% |
| Participant deferral / active EE | $2,585 | $3,440-24.9% | $4,167-38.0% | $3,740-30.9% |
| Admin fee / account holder | $167 | $5,622-97.0% | $6,797-97.5% | $5,306-96.8% |