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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 | $2,315 | $51,222-95.5% | $70,544-96.7% | $75,173-96.9% |
| Participation rate | 55.3% | 61.0%-5.6pp | 68.4%-13.0pp | 67.2%-11.9pp |
| Annual return | 68.83% | 30.06%+38.8pp | 32.79%+36.0pp | 160.72%-91.9pp |
| Employer contribution / active EE | $550 | $1,827-69.9% | $2,976-81.5% | $2,671-79.4% |
| Participant deferral / active EE | $1,433 | $2,850-49.7% | $4,568-68.6% | $4,126-65.3% |
| Admin fee / account holder | $154 | $4,096-96.2% | $6,427-97.6% | $5,651-97.3% |