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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 | $5,510 | $41,016-86.6% | $152,093-96.4% | $64,097-91.4% |
| Participation rate | 68.8% | 51.3%+17.4pp | 77.8%-9.0pp | 55.2%+13.6pp |
| Annual return | 22.46% | 39.60%-17.1pp | 66.36%-43.9pp | 34.64%-12.2pp |
| Employer contribution / active EE | $766 | $1,342-43.0% | $4,175-81.7% | $1,891-59.5% |
| Participant deferral / active EE | $1,353 | $1,927-29.8% | $5,451-75.2% | $3,080-56.1% |
| Admin fee / account holder | $63 | $2,305-97.3% | $14,497-99.6% | $3,454-98.2% |