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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 | $76,834-75.8% | $108,359-82.8% | $87,485-78.7% |
| Participation rate | 59.5% | 61.7%-2.2pp | 70.1%-10.6pp | 68.9%-9.4pp |
| Annual return | 17.23% | 19.09%-1.9pp | 36.89%-19.7pp | 26.06%-8.8pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,605 | $3,100-48.2% | $4,137-61.2% | $4,274-62.4% |
| Admin fee / account holder | $289 | $6,537-95.6% | $9,741-97.0% | $7,775-96.3% |