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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 | $18,615 | $73,787-74.8% | $98,716-81.1% | $82,448-77.4% |
| Participation rate | 59.5% | 61.4%-1.9pp | 69.3%-9.8pp | 68.1%-8.5pp |
| Annual return | 17.23% | 18.57%-1.3pp | 31.81%-14.6pp | 41.64%-24.4pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,605 | $3,081-47.9% | $4,048-60.3% | $4,139-61.2% |
| Admin fee / account holder | $289 | $6,500-95.6% | $8,703-96.7% | $7,234-96.0% |