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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 | $3,068 | $51,222-94.0% | $70,544-95.7% | $75,173-95.9% |
| Participation rate | 62.8% | 61.0%+1.9pp | 68.4%-5.5pp | 67.2%-4.4pp |
| Annual return | 76.12% | 30.06%+46.1pp | 32.79%+43.3pp | 160.72%-84.6pp |
| Employer contribution / active EE | $774 | $1,827-57.6% | $2,976-74.0% | $2,671-71.0% |
| Participant deferral / active EE | $1,576 | $2,850-44.7% | $4,568-65.5% | $4,126-61.8% |
| Admin fee / account holder | $186 | $4,096-95.4% | $6,427-97.1% | $5,651-96.7% |