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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 | $5,043 | $47,944-89.5% | $67,834-92.6% | $62,891-92.0% |
| Participation rate | 51.2% | 61.1%-9.9pp | 68.8%-17.6pp | 69.3%-18.1pp |
| Annual return | 10.41% | 11.77%-1.4pp | 138.47%-128.1pp | 20.14%-9.7pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,598 | $2,247-28.9% | $3,160-49.4% | $3,203-50.1% |
| Admin fee / account holder | $5 | $3,712-99.9% | $4,622-99.9% | $4,296-99.9% |