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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 | $9,360 | $55,713-83.2% | $75,901-87.7% | $72,975-87.2% |
| Participation rate | 66.2% | 61.1%+5.1pp | 69.3%-3.1pp | 69.5%-3.3pp |
| Annual return | 25.08% | 27.60%-2.5pp | 30.76%-5.7pp | 81.01%-55.9pp |
| Employer contribution / active EE | $1,207 | $1,687-28.4% | $2,501-51.7% | $2,440-50.5% |
| Participant deferral / active EE | $1,960 | $2,634-25.6% | $3,603-45.6% | $3,608-45.7% |
| Admin fee / account holder | $274 | $3,980-93.1% | $5,420-94.9% | $5,124-94.6% |