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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 | $7,210 | $58,851-87.7% | $115,170-93.7% | $72,975-90.1% |
| Participation rate | 68.1% | 65.5%+2.6pp | 75.9%-7.8pp | 69.5%-1.4pp |
| Annual return | 21.37% | 23.16%-1.8pp | 35.60%-14.2pp | 81.01%-59.6pp |
| Employer contribution / active EE | $1,157 | $1,798-35.7% | $3,179-63.6% | $2,440-52.6% |
| Participant deferral / active EE | $1,562 | $2,643-40.9% | $4,169-62.5% | $3,608-56.7% |
| Admin fee / account holder | $206 | $6,370-96.8% | $7,089-97.1% | $5,124-96.0% |