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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 | $13,446 | $69,444-80.6% | $92,985-85.5% | $87,485-84.6% |
| Participation rate | 52.0% | 63.3%-11.3pp | 69.5%-17.5pp | 68.9%-16.9pp |
| Annual return | 17.03% | 23.85%-6.8pp | 27.99%-11.0pp | 26.06%-9.0pp |
| Employer contribution / active EE | $1,052 | $1,917-45.1% | $2,662-60.5% | $2,596-59.5% |
| Participant deferral / active EE | $0 | $3,364-100.0% | $4,377-100.0% | $4,274-100.0% |
| Admin fee / account holder | $0 | $6,137-100.0% | $9,463-100.0% | $7,775-100.0% |