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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 | $8,408 | $70,430-88.1% | $96,572-91.3% | $85,851-90.2% |
| Participation rate | 63.0% | 61.8%+1.2pp | 69.8%-6.9pp | 69.3%-6.4pp |
| Annual return | 24.03% | 18.58%+5.4pp | 37.79%-13.8pp | 318.63%-294.6pp |
| Employer contribution / active EE | $1,304 | $1,413-7.7% | $2,357-44.7% | $2,565-49.2% |
| Participant deferral / active EE | $2,344 | $2,894-19.0% | $3,850-39.1% | $3,952-40.7% |
| Admin fee / account holder | $69 | $4,996-98.6% | $6,183-98.9% | $6,261-98.9% |