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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 | $6,437 | $59,804-89.2% | $81,982-92.1% | $79,856-91.9% |
| Participation rate | 57.1% | 61.6%-4.5pp | 69.3%-12.1pp | 69.6%-12.5pp |
| Annual return | 40.45% | 17.56%+22.9pp | 41.31%-0.9pp | 31.71%+8.7pp |
| Employer contribution / active EE | $372 | $1,713-78.3% | $2,498-85.1% | $2,471-84.9% |
| Participant deferral / active EE | $1,682 | $2,695-37.6% | $3,722-54.8% | $3,741-55.0% |
| Admin fee / account holder | $178 | $4,288-95.9% | $5,665-96.9% | $5,306-96.6% |