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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 | $10,355 | $88,042-88.2% | $138,135-92.5% | $79,858-87.0% |
| Participation rate | 36.6% | 71.4%-34.8pp | 78.7%-42.1pp | 69.6%-33.1pp |
| Annual return | 24.13% | 20.58%+3.5pp | 20.51%+3.6pp | 31.72%-7.6pp |
| Employer contribution / active EE | $967 | $3,103-68.8% | $5,587-82.7% | $2,471-60.9% |
| Participant deferral / active EE | $2,115 | $4,704-55.1% | $6,431-67.1% | $3,740-43.5% |
| Admin fee / account holder | $202 | $7,791-97.4% | $11,856-98.3% | $5,306-96.2% |