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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 | $21,966 | $60,349-63.6% | $74,184-70.4% | $62,881-65.1% |
| Participation rate | 65.5% | 72.7%-7.2pp | 76.6%-11.1pp | 69.3%-3.8pp |
| Annual return | 13.41% | 21.38%-8.0pp | 17.74%-4.3pp | 20.14%-6.7pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,085 | $2,856+183.1% | $3,550+127.8% | $3,203+152.4% |
| Admin fee / account holder | $252 | $4,261-94.1% | $5,586-95.5% | $4,296-94.1% |