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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 | $9,354 | $54,763-82.9% | $90,324-89.6% | $72,976-87.2% |
| Participation rate | 48.0% | 65.2%-17.2pp | 73.3%-25.3pp | 69.5%-21.5pp |
| Annual return | 34.91% | 30.63%+4.3pp | 78.15%-43.2pp | 81.02%-46.1pp |
| Employer contribution / active EE | $989 | $2,093-52.7% | $2,856-65.4% | $2,440-59.5% |
| Participant deferral / active EE | $1,903 | $2,887-34.1% | $3,885-51.0% | $3,608-47.3% |
| Admin fee / account holder | $129 | $3,973-96.7% | $5,356-97.6% | $5,124-97.5% |