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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 | $11,182 | $55,713-79.9% | $75,901-85.3% | $72,975-84.7% |
| Participation rate | 60.0% | 61.1%-1.1pp | 69.3%-9.3pp | 69.5%-9.5pp |
| Annual return | 31.51% | 27.60%+3.9pp | 30.76%+0.7pp | 81.01%-49.5pp |
| Employer contribution / active EE | $1,290 | $1,687-23.5% | $2,501-48.4% | $2,440-47.1% |
| Participant deferral / active EE | $1,929 | $2,634-26.8% | $3,603-46.5% | $3,608-46.5% |
| Admin fee / account holder | $59 | $3,980-98.5% | $5,420-98.9% | $5,124-98.8% |