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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 | $9,471 | $84,236-88.8% | $170,435-94.4% | $70,126-86.5% |
| Participation rate | 62.2% | 70.8%-8.7pp | 83.6%-21.4pp | 69.5%-7.4pp |
| Annual return | 23.81% | 23.06%+0.8pp | 205.94%-182.1pp | 73.15%-49.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,115 | $3,086-63.9% | $4,939-77.4% | $3,332-66.5% |
| Admin fee / account holder | $77 | $5,698-98.7% | $13,881-99.4% | $4,645-98.3% |