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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 | $74,535-92.8% | $100,712-94.7% | $82,637-93.5% |
| Participation rate | 67.9% | 61.2%+6.7pp | 69.3%-1.4pp | 68.1%-0.2pp |
| Annual return | 23.69% | 18.92%+4.8pp | 33.27%-9.6pp | 53.51%-29.8pp |
| Employer contribution / active EE | $376 | $1,503-75.0% | $2,313-83.8% | $2,552-85.3% |
| Participant deferral / active EE | $1,320 | $3,074-57.1% | $4,085-67.7% | $4,126-68.0% |
| Admin fee / account holder | $35 | $6,576-99.5% | $9,256-99.6% | $7,339-99.5% |