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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 | $9,682 | $69,977-86.2% | $108,582-91.1% | $62,881-84.6% |
| Participation rate | 65.3% | 72.9%-7.6pp | 79.6%-14.3pp | 69.3%-4.0pp |
| Annual return | 22.47% | 10.73%+11.7pp | -51.70%+74.2pp | 20.14%+2.3pp |
| Employer contribution / active EE | $1,834 | $2,135-14.1% | $3,758-51.2% | $2,281-19.6% |
| Participant deferral / active EE | $2,456 | $3,165-22.4% | $4,311-43.0% | $3,203-23.3% |
| Admin fee / account holder | $196 | $5,076-96.1% | $7,645-97.4% | $4,296-95.4% |