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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 | $20,249 | $93,598-78.4% | $135,974-85.1% | $75,173-73.1% |
| Participation rate | 58.6% | 75.2%-16.6pp | 81.9%-23.3pp | 67.2%-8.6pp |
| Annual return | 31.22% | 30.89%+0.3pp | 68.30%-37.1pp | 160.72%-129.5pp |
| Employer contribution / active EE | $1,018 | $3,538-71.2% | $4,859-79.0% | $2,671-61.9% |
| Participant deferral / active EE | $3,709 | $6,405-42.1% | $7,760-52.2% | $4,126-10.1% |
| Admin fee / account holder | $215 | $6,978-96.9% | $10,767-98.0% | $5,651-96.2% |