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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 | $2,351 | $51,222-95.4% | $70,544-96.7% | $75,173-96.9% |
| Participation rate | 63.3% | 61.0%+2.3pp | 68.4%-5.1pp | 67.2%-3.9pp |
| Annual return | 19.71% | 30.06%-10.3pp | 32.79%-13.1pp | 160.72%-141.0pp |
| Employer contribution / active EE | $481 | $1,827-73.7% | $2,976-83.8% | $2,671-82.0% |
| Participant deferral / active EE | $1,040 | $2,850-63.5% | $4,568-77.2% | $4,126-74.8% |
| Admin fee / account holder | $261 | $4,096-93.6% | $6,427-95.9% | $5,651-95.4% |