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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 | $24,811-92.7% | $69,701-97.4% | $74,546-97.6% |
| Participation rate | 65.6% | 63.5%+2.1pp | 66.4%-0.8pp | 67.2%-1.6pp |
| Annual return | 15.99% | 18.53%-2.5pp | 100.32%-84.3pp | 1366.03%-1350.0pp |
| Employer contribution / active EE | $454 | $1,003-54.7% | $1,713-73.5% | $2,624-82.7% |
| Participant deferral / active EE | $952 | $1,904-50.0% | $2,887-67.0% | $4,347-78.1% |
| Admin fee / account holder | $290 | $1,898-84.7% | $4,717-93.9% | $1,944-85.1% |