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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 | $22,005 | $113,941-80.7% | $94,229-76.6% | $125,389-82.5% |
| Participation rate | 46.7% | 82.9%-36.2pp | 78.8%-32.1pp | 83.2%-36.5pp |
| Annual return | -3.15% | 5.29%-8.4pp | 10.68%-13.8pp | 282.24%-285.4pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,227 | $5,179-37.7% | $4,320-25.3% | $5,352-39.7% |
| Admin fee / account holder | $23 | $8,392-99.7% | $6,269-99.6% | $9,541-99.8% |