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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 | $7,841 | $57,061-86.3% | $85,063-90.8% | $80,911-90.3% |
| Participation rate | 59.5% | 56.3%+3.1pp | 67.5%-8.0pp | 67.6%-8.2pp |
| Annual return | 16.90% | 21.66%-4.8pp | 66.54%-49.6pp | 35.63%-18.7pp |
| Employer contribution / active EE | $831 | $1,799-53.8% | $2,727-69.5% | $2,756-69.8% |
| Participant deferral / active EE | $1,692 | $3,110-45.6% | $4,523-62.6% | $4,297-60.6% |
| Admin fee / account holder | $298 | $4,986-94.0% | $6,155-95.2% | $6,935-95.7% |