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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 | $14,905 | $58,493-74.5% | $84,021-82.3% | $72,975-79.6% |
| Participation rate | 65.5% | 61.2%+4.2pp | 69.0%-3.6pp | 69.5%-4.0pp |
| Annual return | 26.63% | 28.93%-2.3pp | 71.32%-44.7pp | 81.01%-54.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,316 | $2,394-3.3% | $3,239-28.5% | $3,608-35.8% |
| Admin fee / account holder | $201 | $4,569-95.6% | $6,102-96.7% | $5,124-96.1% |