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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 | $10,431 | $72,492-85.6% | $87,104-88.0% | $72,975-85.7% |
| Participation rate | 61.8% | 72.8%-11.0pp | 76.9%-15.1pp | 69.5%-7.7pp |
| Annual return | 48.02% | 24.46%+23.6pp | 28.19%+19.8pp | 81.01%-33.0pp |
| Employer contribution / active EE | $1,407 | $1,894-25.7% | $2,521-44.2% | $2,440-42.3% |
| Participant deferral / active EE | $3,517 | $3,270+7.6% | $4,048-13.1% | $3,608-2.5% |
| Admin fee / account holder | $26 | $5,055-99.5% | $7,491-99.7% | $5,124-99.5% |