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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 | $1,823 | $24,891-92.7% | $69,632-97.4% | $74,478-97.6% |
| Participation rate | 65.6% | 63.4%+2.2pp | 66.4%-0.8pp | 67.2%-1.6pp |
| Annual return | 15.99% | 18.53%-2.5pp | 101.32%-85.3pp | 1370.56%-1354.6pp |
| Employer contribution / active EE | $454 | $1,005-54.8% | $1,708-73.4% | $2,626-82.7% |
| Participant deferral / active EE | $952 | $1,908-50.1% | $2,889-67.1% | $4,350-78.1% |
| Admin fee / account holder | $290 | $1,904-84.8% | $4,695-93.8% | $1,946-85.1% |