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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 | $10,810 | $61,605-82.5% | $112,273-90.4% | $75,173-85.6% |
| Participation rate | 65.9% | 61.7%+4.2pp | 72.4%-6.5pp | 67.2%-1.3pp |
| Annual return | 27.19% | 28.47%-1.3pp | 30.23%-3.0pp | 160.72%-133.5pp |
| Employer contribution / active EE | $1,128 | $2,015-44.0% | $3,431-67.1% | $2,671-57.8% |
| Participant deferral / active EE | $2,316 | $3,108-25.5% | $4,800-51.8% | $4,126-43.9% |
| Admin fee / account holder | $207 | $4,862-95.7% | $7,752-97.3% | $5,651-96.3% |