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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 | $9,176 | $81,457-88.7% | $103,378-91.1% | $80,911-88.7% |
| Participation rate | 67.7% | 66.8%+0.9pp | 74.5%-6.8pp | 67.6%+0.1pp |
| Annual return | 13.44% | 25.58%-12.1pp | 24.91%-11.5pp | 35.63%-22.2pp |
| Employer contribution / active EE | $1,111 | $3,107-64.3% | $3,870-71.3% | $2,756-59.7% |
| Participant deferral / active EE | $2,001 | $3,871-48.3% | $5,058-60.4% | $4,297-53.4% |
| Admin fee / account holder | $41 | $6,717-99.4% | $8,401-99.5% | $6,935-99.4% |