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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 | $19,623 | $64,324-69.5% | $118,946-83.5% | $79,852-75.4% |
| Participation rate | 68.0% | 64.9%+3.1pp | 75.4%-7.4pp | 69.6%-1.6pp |
| Annual return | 34.80% | 86.45%-51.6pp | 35.89%-1.1pp | 31.72%+3.1pp |
| Employer contribution / active EE | $1,807 | $1,836-1.6% | $3,263-44.6% | $2,471-26.9% |
| Participant deferral / active EE | $6,119 | $2,824+116.7% | $4,266+43.4% | $3,740+63.6% |
| Admin fee / account holder | $10 | $4,040-99.8% | $6,581-99.8% | $5,306-99.8% |