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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 | $11,073 | $57,065-80.6% | $75,670-85.4% | $70,131-84.2% |
| Participation rate | 65.5% | 68.1%-2.6pp | 72.3%-6.9pp | 69.5%-4.1pp |
| Annual return | 25.21% | 23.57%+1.6pp | 27.34%-2.1pp | 73.14%-47.9pp |
| Employer contribution / active EE | $809 | $1,817-55.5% | $2,352-65.6% | $2,342-65.5% |
| Participant deferral / active EE | $2,183 | $2,580-15.4% | $3,142-30.5% | $3,332-34.5% |
| Admin fee / account holder | $65 | $3,825-98.3% | $5,800-98.9% | $4,645-98.6% |