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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 | $16,285 | $48,364-66.3% | $71,796-77.3% | $62,881-74.1% |
| Participation rate | 63.0% | 60.6%+2.4pp | 69.1%-6.1pp | 69.3%-6.3pp |
| Annual return | 24.74% | 13.16%+11.6pp | 78.04%-53.3pp | 20.14%+4.6pp |
| Employer contribution / active EE | $1,443 | $1,042+38.5% | $1,924-25.0% | $2,281-36.7% |
| Participant deferral / active EE | $2,683 | $2,091+28.3% | $2,794-4.0% | $3,203-16.2% |
| Admin fee / account holder | $51 | $3,771-98.7% | $4,815-98.9% | $4,296-98.8% |