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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 | $1,766 | $51,202-96.6% | $70,548-97.5% | $75,181-97.7% |
| Participation rate | 61.4% | 61.0%+0.5pp | 68.3%-6.9pp | 67.2%-5.8pp |
| Annual return | 120.52% | 30.05%+90.5pp | 32.78%+87.7pp | 160.69%-40.2pp |
| Employer contribution / active EE | $866 | $1,827-52.6% | $2,975-70.9% | $2,671-67.6% |
| Participant deferral / active EE | $1,796 | $2,850-37.0% | $4,567-60.7% | $4,126-56.5% |
| Admin fee / account holder | $74 | $4,094-98.2% | $6,424-98.8% | $5,650-98.7% |