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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 | $11,862 | $51,083-76.8% | $70,548-83.2% | $71,495-83.4% |
| Participation rate | 36.1% | 59.4%-23.3pp | 68.3%-32.3pp | 67.9%-31.9pp |
| Annual return | 43.45% | 42.64%+0.8pp | 32.78%+10.7pp | 28.85%+14.6pp |
| Employer contribution / active EE | $1,169 | $1,791-34.8% | $2,975-60.7% | $2,589-54.9% |
| Participant deferral / active EE | $1,863 | $3,028-38.5% | $4,567-59.2% | $4,291-56.6% |
| Admin fee / account holder | $244 | $1,995-87.8% | $6,424-96.2% | $1,588-84.6% |