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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 | $5,711 | $71,523-92.0% | $98,461-94.2% | $71,511-92.0% |
| Participation rate | 69.6% | 72.7%-3.1pp | 75.2%-5.6pp | 67.9%+1.7pp |
| Annual return | 28.47% | 32.43%-4.0pp | 21.17%+7.3pp | 28.86%-0.4pp |
| Employer contribution / active EE | $2,112 | $2,399-12.0% | $3,049-30.7% | $2,589-18.4% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,291-100.0% |
| Admin fee / account holder | $189 | $1,676-88.7% | $8,961-97.9% | $1,588-88.1% |