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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 | $5,718 | $35,183-83.7% | $73,550-92.2% | $70,126-91.8% |
| Participation rate | 25.8% | 42.9%-17.1pp | 54.9%-29.1pp | 69.5%-43.7pp |
| Annual return | 18.04% | 26.90%-8.9pp | -15.16%+33.2pp | 73.15%-55.1pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,623 | $1,220+33.1% | $1,804-10.0% | $3,332-51.3% |
| Admin fee / account holder | $115 | $2,302-95.0% | $2,320-95.0% | $4,645-97.5% |