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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 | $17,218 | $67,602-74.5% | $82,312-79.1% | $70,126-75.4% |
| Participation rate | 47.0% | 72.8%-25.8pp | 76.9%-29.9pp | 69.5%-22.6pp |
| Annual return | 21.03% | 21.57%-0.5pp | 25.88%-4.9pp | 73.15%-52.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,459 | $2,987-51.1% | $3,706-60.6% | $3,332-56.2% |
| Admin fee / account holder | $238 | $4,512-94.7% | $5,608-95.8% | $4,645-94.9% |