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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 | $2,013 | $51,202-96.1% | $70,548-97.1% | $75,181-97.3% |
| Participation rate | 63.4% | 61.0%+2.4pp | 68.3%-5.0pp | 67.2%-3.8pp |
| Annual return | 81.67% | 30.05%+51.6pp | 32.78%+48.9pp | 160.69%-79.0pp |
| Employer contribution / active EE | $567 | $1,827-69.0% | $2,975-80.9% | $2,671-78.8% |
| Participant deferral / active EE | $1,179 | $2,850-58.6% | $4,567-74.2% | $4,126-71.4% |
| Admin fee / account holder | $205 | $4,094-95.0% | $6,424-96.8% | $5,650-96.4% |