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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 | $11,140 | $65,367-83.0% | $92,915-88.0% | $72,976-84.7% |
| Participation rate | 68.6% | 68.3%+0.3pp | 76.0%-7.4pp | 69.5%-0.9pp |
| Annual return | 31.58% | 42.11%-10.5pp | 109.45%-77.9pp | 81.02%-49.4pp |
| Employer contribution / active EE | $1,487 | $2,594-42.7% | $3,653-59.3% | $2,440-39.0% |
| Participant deferral / active EE | $2,738 | $3,128-12.5% | $4,238-35.4% | $3,608-24.1% |
| Admin fee / account holder | $20 | $4,251-99.5% | $5,796-99.6% | $5,124-99.6% |