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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 | $6,953 | $54,763-87.3% | $90,324-92.3% | $72,976-90.5% |
| Participation rate | 61.1% | 65.2%-4.0pp | 73.3%-12.2pp | 69.5%-8.4pp |
| Annual return | 18.99% | 30.63%-11.6pp | 78.15%-59.2pp | 81.02%-62.0pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $827 | $2,887-71.4% | $3,885-78.7% | $3,608-77.1% |
| Admin fee / account holder | $296 | $3,973-92.5% | $5,356-94.5% | $5,124-94.2% |