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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 | $11,653 | $72,269-83.9% | $101,271-88.5% | $79,852-85.4% |
| Participation rate | 48.7% | 68.5%-19.7pp | 75.8%-27.1pp | 69.6%-20.9pp |
| Annual return | 20.57% | 22.29%-1.7pp | 46.48%-25.9pp | 31.72%-11.1pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,943 | $3,282-40.8% | $4,371-55.5% | $3,740-48.0% |
| Admin fee / account holder | $207 | $4,401-95.3% | $5,948-96.5% | $5,306-96.1% |