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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 | $9,139 | $45,079-79.7% | $69,461-86.8% | $72,983-87.5% |
| Participation rate | 48.3% | 68.5%-20.2pp | 74.6%-26.3pp | 69.5%-21.2pp |
| Annual return | 34.27% | 22.65%+11.6pp | 28.97%+5.3pp | 81.01%-46.7pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,894 | $2,603+11.2% | $3,536-18.2% | $3,608-19.8% |
| Admin fee / account holder | $51 | $3,056-98.3% | $3,840-98.7% | $5,124-99.0% |