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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 | $3,721 | $60,442-93.8% | $96,754-96.2% | $87,485-95.7% |
| Participation rate | 63.0% | 58.7%+4.3pp | 70.3%-7.3pp | 68.9%-6.0pp |
| Annual return | 138.39% | 21.97%+116.4pp | 82.04%+56.4pp | 26.06%+112.3pp |
| Employer contribution / active EE | $263 | $1,691-84.4% | $2,679-90.2% | $2,596-89.9% |
| Participant deferral / active EE | $1,081 | $3,280-67.0% | $4,758-77.3% | $4,274-74.7% |
| Admin fee / account holder | $48 | $5,069-99.0% | $8,905-99.5% | $7,775-99.4% |