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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 | $6,837 | $47,944-85.7% | $67,834-89.9% | $62,881-89.1% |
| Participation rate | 65.9% | 61.1%+4.8pp | 68.8%-2.9pp | 69.3%-3.5pp |
| Annual return | 15.06% | 11.77%+3.3pp | 138.47%-123.4pp | 20.14%-5.1pp |
| Employer contribution / active EE | $1,550 | $1,562-0.8% | $2,403-35.5% | $2,281-32.1% |
| Participant deferral / active EE | $1,786 | $2,247-20.5% | $3,160-43.5% | $3,203-44.2% |
| Admin fee / account holder | $4 | $3,712-99.9% | $4,622-99.9% | $4,296-99.9% |