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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 | $6,077 | $41,377-85.3% | $109,313-94.4% | $62,881-90.3% |
| Participation rate | 43.3% | 57.5%-14.2pp | 71.3%-27.9pp | 69.3%-26.0pp |
| Annual return | 5.42% | 11.05%-5.6pp | 22.07%-16.6pp | 20.14%-14.7pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $867 | $2,045-57.6% | $3,166-72.6% | $3,203-72.9% |
| Admin fee / account holder | $99 | $2,884-96.6% | $5,666-98.3% | $4,296-97.7% |