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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 | $8,626 | $73,787-88.3% | $98,716-91.3% | $82,448-89.5% |
| Participation rate | 68.9% | 61.4%+7.5pp | 69.3%-0.4pp | 68.1%+0.8pp |
| Annual return | 17.92% | 18.57%-0.6pp | 31.81%-13.9pp | 41.64%-23.7pp |
| Employer contribution / active EE | $500 | $1,511-66.9% | $2,279-78.1% | $2,551-80.4% |
| Participant deferral / active EE | $1,287 | $3,081-58.2% | $4,048-68.2% | $4,139-68.9% |
| Admin fee / account holder | $98 | $6,500-98.5% | $8,703-98.9% | $7,234-98.6% |