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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 | $14,865 | $110,137-86.5% | $161,149-90.8% | $82,637-82.0% |
| Participation rate | 57.9% | 72.4%-14.5pp | 78.8%-20.9pp | 68.1%-10.2pp |
| Annual return | 19.82% | 20.69%-0.9pp | 21.16%-1.3pp | 53.51%-33.7pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,526 | $4,575-22.9% | $6,153-42.7% | $4,126-14.6% |
| Admin fee / account holder | $242 | $9,467-97.4% | $15,194-98.4% | $7,339-96.7% |