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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 | $9,350 | $96,558-90.3% | $80,977-88.5% | $273,972-96.6% |
| Participation rate | 45.5% | 79.1%-33.6pp | 75.8%-30.4pp | 83.0%-37.6pp |
| Annual return | 17.27% | 15.14%+2.1pp | 17.11%+0.2pp | 41.46%-24.2pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,787 | $6,598-57.8% | $5,696-51.1% | $5,287-47.3% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |