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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 | $5,187 | $76,551-93.2% | $123,894-95.8% | $62,881-91.8% |
| Participation rate | 63.2% | 73.0%-9.8pp | 81.4%-18.3pp | 69.3%-6.1pp |
| Annual return | 39.96% | 18.68%+21.3pp | 47.52%-7.6pp | 20.14%+19.8pp |
| Employer contribution / active EE | $1,409 | $2,882-51.1% | $4,617-69.5% | $2,281-38.2% |
| Participant deferral / active EE | $2,728 | $4,840-43.6% | $5,984-54.4% | $3,203-14.8% |
| Admin fee / account holder | $163 | $4,826-96.6% | $8,357-98.0% | $4,296-96.2% |