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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 | $745 | $36,140-97.9% | $73,658-99.0% | $64,340-98.8% |
| Participation rate | 56.1% | 31.0%+25.1pp | 57.0%-1.0pp | 55.2%+0.8pp |
| Annual return | 26.78% | 21.48%+5.3pp | 29.72%-2.9pp | 24.14%+2.6pp |
| Employer contribution / active EE | $0 | $443-100.0% | $1,032-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $245 | $1,023-76.1% | $2,062-88.1% | $2,980-91.8% |
| Admin fee / account holder | $53 | $2,513-97.9% | $3,357-98.4% | $3,703-98.6% |