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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 | $9,419 | $68,852-86.3% | $120,524-92.2% | $80,925-88.4% |
| Participation rate | 64.7% | 61.6%+3.1pp | 71.9%-7.2pp | 67.7%-3.0pp |
| Annual return | 35.81% | 23.67%+12.1pp | 107.36%-71.6pp | 35.65%+0.2pp |
| Employer contribution / active EE | $1,178 | $2,063-42.9% | $3,469-66.0% | $2,756-57.3% |
| Participant deferral / active EE | $1,905 | $3,187-40.2% | $4,994-61.9% | $4,299-55.7% |
| Admin fee / account holder | $242 | $5,781-95.8% | $9,440-97.4% | $6,940-96.5% |