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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 | $18,631 | $88,707-79.0% | $74,184-74.9% | $273,972-93.2% |
| Participation rate | 33.3% | 79.4%-46.1pp | 76.6%-43.3pp | 83.0%-49.7pp |
| Annual return | 12.40% | 11.94%+0.5pp | 17.74%-5.3pp | 41.46%-29.1pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,067 | $4,212-50.9% | $3,550-41.8% | $5,287-60.9% |
| Admin fee / account holder | $6 | $8,717-99.9% | $5,586-99.9% | $10,133-99.9% |