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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 | $9,055 | $80,992-88.8% | $96,534-90.6% | $75,173-88.0% |
| Participation rate | 58.5% | 71.8%-13.3pp | 76.0%-17.5pp | 67.2%-8.7pp |
| Annual return | 32.17% | 27.05%+5.1pp | 25.88%+6.3pp | 160.72%-128.6pp |
| Employer contribution / active EE | $1,043 | $2,283-54.3% | $2,965-64.8% | $2,671-60.9% |
| Participant deferral / active EE | $1,993 | $3,929-49.3% | $4,851-58.9% | $4,126-51.7% |
| Admin fee / account holder | $137 | $6,717-98.0% | $8,253-98.3% | $5,651-97.6% |