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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 | $5,215 | $85,171-93.9% | $172,752-97.0% | $72,975-92.9% |
| Participation rate | 45.3% | 70.1%-24.7pp | 82.6%-37.3pp | 69.5%-24.2pp |
| Annual return | 27.45% | 27.32%+0.1pp | 802.97%-775.5pp | 81.01%-53.6pp |
| Employer contribution / active EE | $624 | $3,324-81.2% | $5,144-87.9% | $2,440-74.4% |
| Participant deferral / active EE | $1,065 | $3,260-67.3% | $5,198-79.5% | $3,608-70.5% |
| Admin fee / account holder | $147 | $5,880-97.5% | $13,955-98.9% | $5,124-97.1% |