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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 | $3,276 | $81,358-96.0% | $155,556-97.9% | $80,959-96.0% |
| Participation rate | 60.0% | 66.3%-6.3pp | 78.2%-18.2pp | 67.7%-7.7pp |
| Annual return | 13.14% | 33.39%-20.2pp | 64.84%-51.7pp | 35.67%-22.5pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,098 | $3,455-68.2% | $5,631-80.5% | $4,300-74.5% |
| Admin fee / account holder | $137 | $7,994-98.3% | $15,885-99.1% | $6,925-98.0% |