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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 | $19,847 | $80,992-75.5% | $96,534-79.4% | $75,173-73.6% |
| Participation rate | 22.6% | 71.8%-49.2pp | 76.0%-53.4pp | 67.2%-44.6pp |
| Annual return | 30.39% | 27.05%+3.3pp | 25.88%+4.5pp | 160.72%-130.3pp |
| Employer contribution / active EE | $961 | $2,283-57.9% | $2,965-67.6% | $2,671-64.0% |
| Participant deferral / active EE | $1,800 | $3,929-54.2% | $4,851-62.9% | $4,126-56.4% |
| Admin fee / account holder | $248 | $6,717-96.3% | $8,253-97.0% | $5,651-95.6% |