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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 | $9,650 | $57,350-83.2% | $83,850-88.5% | $64,181-85.0% |
| Participation rate | 59.3% | 68.6%-9.3pp | 76.1%-16.9pp | 69.6%-10.3pp |
| Annual return | 13.65% | 11.38%+2.3pp | 850.92%-837.3pp | 7.63%+6.0pp |
| Employer contribution / active EE | $1,477 | $2,545-42.0% | $3,631-59.3% | $2,381-38.0% |
| Participant deferral / active EE | $3,305 | $2,993+10.4% | $4,082-19.0% | $3,470-4.7% |
| Admin fee / account holder | $35 | $4,046-99.1% | $5,478-99.4% | $4,887-99.3% |