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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 | $17,663 | $88,707-80.1% | $74,184-76.2% | $273,972-93.6% |
| Participation rate | 42.9% | 79.4%-36.6pp | 76.6%-33.8pp | 83.0%-40.2pp |
| Annual return | 10.06% | 11.94%-1.9pp | 17.74%-7.7pp | 41.46%-31.4pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,581 | $4,212-62.5% | $3,550-55.5% | $5,287-70.1% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |