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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 | $58,848-90.8% | $88,179-93.8% | $82,637-93.4% |
| Participation rate | 62.2% | 57.9%+4.3pp | 69.1%-7.0pp | 68.1%-5.9pp |
| Annual return | 17.72% | 22.76%-5.0pp | 64.97%-47.3pp | 53.51%-35.8pp |
| Employer contribution / active EE | $761 | $1,678-54.6% | $2,549-70.1% | $2,552-70.2% |
| Participant deferral / active EE | $1,044 | $3,124-66.6% | $4,614-77.4% | $4,126-74.7% |
| Admin fee / account holder | $232 | $4,795-95.2% | $7,673-97.0% | $7,339-96.8% |