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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 | $4,936 | $76,407-93.5% | $150,298-96.7% | $82,448-94.0% |
| Participation rate | 51.5% | 66.4%-14.9pp | 77.8%-26.2pp | 68.1%-16.6pp |
| Annual return | 40.99% | 39.99%+1.0pp | 62.79%-21.8pp | 41.64%-0.6pp |
| Employer contribution / active EE | $417 | $2,614-84.0% | $4,154-90.0% | $2,551-83.6% |
| Participant deferral / active EE | $869 | $3,214-73.0% | $5,453-84.1% | $4,139-79.0% |
| Admin fee / account holder | $68 | $6,352-98.9% | $14,116-99.5% | $7,234-99.1% |