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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 | $10,486 | $58,523-82.1% | $99,479-89.5% | $72,976-85.6% |
| Participation rate | 43.8% | 64.6%-20.9pp | 73.8%-30.1pp | 69.5%-25.7pp |
| Annual return | 33.61% | 28.51%+5.1pp | 30.72%+2.9pp | 81.02%-47.4pp |
| Employer contribution / active EE | $970 | $1,512-35.8% | $2,540-61.8% | $2,440-60.2% |
| Participant deferral / active EE | $1,625 | $2,606-37.6% | $3,619-55.1% | $3,608-55.0% |
| Admin fee / account holder | $76 | $4,102-98.1% | $6,253-98.8% | $5,124-98.5% |