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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 | $11,380 | $57,352-80.2% | $83,830-86.4% | $64,173-82.3% |
| Participation rate | 60.8% | 68.6%-7.8pp | 76.1%-15.4pp | 69.6%-8.8pp |
| Annual return | 23.94% | 11.38%+12.6pp | 850.97%-827.0pp | 7.63%+16.3pp |
| Employer contribution / active EE | $1,799 | $2,546-29.3% | $3,631-50.5% | $2,381-24.4% |
| Participant deferral / active EE | $3,267 | $2,993+9.1% | $4,082-20.0% | $3,470-5.8% |
| Admin fee / account holder | $79 | $4,046-98.0% | $5,479-98.6% | $4,887-98.4% |