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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 | $18,147 | $58,493-69.0% | $84,021-78.4% | $72,975-75.1% |
| Participation rate | 22.6% | 61.2%-38.7pp | 69.0%-46.4pp | 69.5%-46.9pp |
| Annual return | 31.45% | 28.93%+2.5pp | 71.32%-39.9pp | 81.01%-49.6pp |
| Employer contribution / active EE | $670 | $1,163-42.4% | $1,984-66.2% | $2,440-72.6% |
| Participant deferral / active EE | $1,100 | $2,394-54.1% | $3,239-66.0% | $3,608-69.5% |
| Admin fee / account holder | $189 | $4,569-95.9% | $6,102-96.9% | $5,124-96.3% |