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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 | $28,249 | $86,949-67.5% | $102,460-72.4% | $80,959-65.1% |
| Participation rate | 43.8% | 72.4%-28.5pp | 76.5%-32.7pp | 67.7%-23.8pp |
| Annual return | 11.33% | 18.89%-7.6pp | 29.47%-18.1pp | 35.67%-24.3pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,879 | $4,121-54.4% | $5,056-62.8% | $4,300-56.3% |
| Admin fee / account holder | $288 | $8,048-96.4% | $9,460-97.0% | $6,925-95.8% |