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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 | $7,659 | $58,099-86.8% | $76,902-90.0% | $75,177-89.8% |
| Participation rate | 36.8% | 63.9%-27.1pp | 69.6%-32.8pp | 67.2%-30.4pp |
| Annual return | 43.19% | 26.71%+16.5pp | 37.91%+5.3pp | 160.75%-117.6pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,534-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,008 | $2,999-33.0% | $3,833-47.6% | $4,126-51.3% |
| Admin fee / account holder | $40 | $4,778-99.2% | $5,479-99.3% | $5,651-99.3% |