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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 | $4,833 | $32,037-84.9% | $69,182-93.0% | $62,881-92.3% |
| Participation rate | 68.6% | 43.4%+25.2pp | 55.1%+13.5pp | 69.3%-0.7pp |
| Annual return | 7.84% | 15.16%-7.3pp | -21.93%+29.8pp | 20.14%-12.3pp |
| Employer contribution / active EE | $613 | $679-9.8% | $1,206-49.2% | $2,281-73.1% |
| Participant deferral / active EE | $4,033 | $1,185+240.2% | $1,897+112.6% | $3,203+25.9% |
| Admin fee / account holder | $135 | $2,608-94.8% | $2,697-95.0% | $4,296-96.8% |