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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 | $8,964 | $69,444-87.1% | $92,985-90.4% | $87,485-89.8% |
| Participation rate | 68.4% | 63.3%+5.1pp | 69.5%-1.1pp | 68.9%-0.5pp |
| Annual return | 21.79% | 23.85%-2.1pp | 27.99%-6.2pp | 26.06%-4.3pp |
| Employer contribution / active EE | $1,311 | $1,917-31.6% | $2,662-50.8% | $2,596-49.5% |
| Participant deferral / active EE | $1,623 | $3,364-51.8% | $4,377-62.9% | $4,274-62.0% |
| Admin fee / account holder | $163 | $6,137-97.3% | $9,463-98.3% | $7,775-97.9% |