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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 | $73,787-92.8% | $98,716-94.6% | $82,448-93.5% |
| Participation rate | 67.9% | 61.4%+6.4pp | 69.3%-1.4pp | 68.1%-0.2pp |
| Annual return | 23.69% | 18.57%+5.1pp | 31.81%-8.1pp | 41.64%-18.0pp |
| Employer contribution / active EE | $376 | $1,511-75.1% | $2,279-83.5% | $2,551-85.3% |
| Participant deferral / active EE | $1,320 | $3,081-57.2% | $4,048-67.4% | $4,139-68.1% |
| Admin fee / account holder | $35 | $6,500-99.5% | $8,703-99.6% | $7,234-99.5% |