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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 | $7,240 | $45,082-83.9% | $69,464-89.6% | $72,975-90.1% |
| Participation rate | 52.1% | 68.5%-16.4pp | 74.6%-22.5pp | 69.5%-17.4pp |
| Annual return | 27.45% | 22.66%+4.8pp | 28.98%-1.5pp | 81.01%-53.6pp |
| Employer contribution / active EE | $804 | $2,055-60.9% | $2,779-71.1% | $2,440-67.1% |
| Participant deferral / active EE | $1,248 | $2,604-52.1% | $3,536-64.7% | $3,608-65.4% |
| Admin fee / account holder | $183 | $3,057-94.0% | $3,840-95.2% | $5,124-96.4% |