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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 | $17,515 | $81,446-78.5% | $103,374-83.1% | $80,874-78.3% |
| Participation rate | 33.3% | 66.9%-33.5pp | 74.5%-41.2pp | 67.6%-34.3pp |
| Annual return | 15.22% | 25.57%-10.3pp | 24.89%-9.7pp | 35.62%-20.4pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,977 | $3,870-48.9% | $5,058-60.9% | $4,297-54.0% |
| Admin fee / account holder | $97 | $6,715-98.6% | $8,394-98.8% | $6,935-98.6% |