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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 | $4,668 | $51,222-90.9% | $70,544-93.4% | $75,173-93.8% |
| Participation rate | 63.3% | 61.0%+2.4pp | 68.4%-5.0pp | 67.2%-3.9pp |
| Annual return | 34.03% | 30.06%+4.0pp | 32.79%+1.2pp | 160.72%-126.7pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,241 | $2,850-21.4% | $4,568-50.9% | $4,126-45.7% |
| Admin fee / account holder | $195 | $4,096-95.2% | $6,427-97.0% | $5,651-96.6% |