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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 | $5,338 | $76,834-93.1% | $108,359-95.1% | $87,485-93.9% |
| Participation rate | 67.9% | 61.7%+6.1pp | 70.1%-2.3pp | 68.9%-1.1pp |
| Annual return | 23.69% | 19.09%+4.6pp | 36.89%-13.2pp | 26.06%-2.4pp |
| Employer contribution / active EE | $376 | $1,556-75.9% | $2,399-84.3% | $2,596-85.5% |
| Participant deferral / active EE | $1,320 | $3,100-57.4% | $4,137-68.1% | $4,274-69.1% |
| Admin fee / account holder | $35 | $6,537-99.5% | $9,741-99.6% | $7,775-99.6% |