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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 | $9,678 | $56,054-82.7% | $171,082-94.3% | $62,881-84.6% |
| Participation rate | 65.5% | 62.9%+2.6pp | 76.7%-11.2pp | 69.3%-3.9pp |
| Annual return | 10.91% | 22.52%-11.6pp | 32.56%-21.6pp | 20.14%-9.2pp |
| Employer contribution / active EE | $1,145 | $1,731-33.8% | $4,002-71.4% | $2,281-49.8% |
| Participant deferral / active EE | $2,633 | $3,158-16.6% | $4,797-45.1% | $3,203-17.8% |
| Admin fee / account holder | $212 | $3,647-94.2% | $8,520-97.5% | $4,296-95.1% |