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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 | $10,549 | $49,025-78.5% | $87,502-87.9% | $62,881-83.2% |
| Participation rate | 42.1% | 64.9%-22.8pp | 73.8%-31.7pp | 69.3%-27.2pp |
| Annual return | 10.45% | 10.02%+0.4pp | 12.21%-1.8pp | 20.14%-9.7pp |
| Employer contribution / active EE | $734 | $1,372-46.5% | $2,550-71.2% | $2,281-67.8% |
| Participant deferral / active EE | $1,144 | $2,289-50.0% | $3,149-63.7% | $3,203-64.3% |
| Admin fee / account holder | $184 | $4,065-95.5% | $4,221-95.6% | $4,296-95.7% |