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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 | $9,251 | $58,851-84.3% | $115,170-92.0% | $72,975-87.3% |
| Participation rate | 58.8% | 65.5%-6.7pp | 75.9%-17.1pp | 69.5%-10.7pp |
| Annual return | 53.98% | 23.16%+30.8pp | 35.60%+18.4pp | 81.01%-27.0pp |
| Employer contribution / active EE | $845 | $1,798-53.0% | $3,179-73.4% | $2,440-65.4% |
| Participant deferral / active EE | $2,722 | $2,643+3.0% | $4,169-34.7% | $3,608-24.5% |
| Admin fee / account holder | $215 | $6,370-96.6% | $7,089-97.0% | $5,124-95.8% |