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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 | $3,883 | $48,337-92.0% | $67,560-94.3% | $80,959-95.2% |
| Participation rate | 67.9% | 66.4%+1.5pp | 72.9%-5.0pp | 67.7%+0.2pp |
| Annual return | 13.56% | 18.26%-4.7pp | 3533.50%-3519.9pp | 35.67%-22.1pp |
| Employer contribution / active EE | $470 | $2,023-76.7% | $2,737-82.8% | $2,757-82.9% |
| Participant deferral / active EE | $798 | $2,928-72.8% | $4,004-80.1% | $4,300-81.4% |
| Admin fee / account holder | $156 | $3,695-95.8% | $3,994-96.1% | $6,925-97.8% |