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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 | $5,539 | $57,073-90.3% | $85,126-93.5% | $80,925-93.2% |
| Participation rate | 61.1% | 56.4%+4.7pp | 67.5%-6.4pp | 67.7%-6.5pp |
| Annual return | 12.89% | 21.69%-8.8pp | 66.63%-53.7pp | 35.65%-22.8pp |
| Employer contribution / active EE | $433 | $1,801-76.0% | $2,731-84.1% | $2,756-84.3% |
| Participant deferral / active EE | $859 | $3,113-72.4% | $4,523-81.0% | $4,299-80.0% |
| Admin fee / account holder | $63 | $4,988-98.7% | $6,160-99.0% | $6,940-99.1% |