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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 | $2,016 | $51,222-96.1% | $70,544-97.1% | $75,173-97.3% |
| Participation rate | 57.1% | 61.0%-3.8pp | 68.4%-11.2pp | 67.2%-10.1pp |
| Annual return | 110.46% | 30.06%+80.4pp | 32.79%+77.7pp | 160.72%-50.3pp |
| Employer contribution / active EE | $568 | $1,827-68.9% | $2,976-80.9% | $2,671-78.7% |
| Participant deferral / active EE | $1,128 | $2,850-60.4% | $4,568-75.3% | $4,126-72.7% |
| Admin fee / account holder | $93 | $4,096-97.7% | $6,427-98.6% | $5,651-98.4% |