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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 | $9,683 | $106,749-90.9% | $145,433-93.3% | $82,448-88.3% |
| Participation rate | 67.4% | 75.6%-8.3pp | 82.1%-14.7pp | 68.1%-0.7pp |
| Annual return | 28.76% | 27.59%+1.2pp | 66.58%-37.8pp | 41.64%-12.9pp |
| Employer contribution / active EE | $1,023 | $3,444-70.3% | $4,554-77.5% | $2,551-59.9% |
| Participant deferral / active EE | $2,901 | $6,519-55.5% | $7,897-63.3% | $4,139-29.9% |
| Admin fee / account holder | $238 | $8,390-97.2% | $13,129-98.2% | $7,234-96.7% |