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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 | $10,513 | $56,894-81.5% | $84,753-87.6% | $62,881-83.3% |
| Participation rate | 50.0% | 68.5%-18.5pp | 76.6%-26.6pp | 69.3%-19.3pp |
| Annual return | 13.30% | 6.30%+7.0pp | 22.78%-9.5pp | 20.14%-6.8pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,177 | $2,709-19.6% | $3,712-41.4% | $3,203-32.0% |
| Admin fee / account holder | $64 | $3,581-98.2% | $5,333-98.8% | $4,296-98.5% |