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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 | $5,425 | $57,590-90.6% | $86,233-93.7% | $82,448-93.4% |
| Participation rate | 62.2% | 57.9%+4.3pp | 69.0%-6.9pp | 68.1%-5.9pp |
| Annual return | 17.72% | 22.41%-4.7pp | 61.39%-43.7pp | 41.64%-23.9pp |
| Employer contribution / active EE | $761 | $1,655-54.0% | $2,504-69.6% | $2,551-70.2% |
| Participant deferral / active EE | $1,044 | $3,080-66.1% | $4,559-77.1% | $4,139-74.8% |
| Admin fee / account holder | $232 | $4,730-95.1% | $8,342-97.2% | $7,234-96.8% |