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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 | $4,130 | $45,050-90.8% | $63,018-93.4% | $70,126-94.1% |
| Participation rate | 52.0% | 69.5%-17.5pp | 74.8%-22.8pp | 69.5%-17.5pp |
| Annual return | 36.26% | 18.76%+17.5pp | 87.62%-51.4pp | 73.15%-36.9pp |
| Employer contribution / active EE | $575 | $2,052-72.0% | $2,761-79.2% | $2,343-75.5% |
| Participant deferral / active EE | $1,377 | $2,466-44.1% | $3,330-58.6% | $3,332-58.7% |
| Admin fee / account holder | $32 | $2,834-98.9% | $3,601-99.1% | $4,645-99.3% |