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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 | $2,318 | $36,140-93.6% | $73,658-96.9% | $64,340-96.4% |
| Participation rate | 32.5% | 31.0%+1.5pp | 57.0%-24.6pp | 55.2%-22.8pp |
| Annual return | 25.04% | 21.48%+3.6pp | 29.72%-4.7pp | 24.14%+0.9pp |
| Employer contribution / active EE | $134 | $443-69.8% | $1,032-87.1% | $1,862-92.8% |
| Participant deferral / active EE | $263 | $1,023-74.2% | $2,062-87.2% | $2,980-91.2% |
| Admin fee / account holder | $107 | $2,513-95.7% | $3,357-96.8% | $3,703-97.1% |