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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 | $16,363 | $60,349-72.9% | $74,184-77.9% | $62,881-74.0% |
| Participation rate | 28.9% | 72.7%-43.8pp | 76.6%-47.7pp | 69.3%-40.4pp |
| Annual return | 6.14% | 21.38%-15.2pp | 17.74%-11.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,618 | $2,856-43.3% | $3,550-54.4% | $3,203-49.5% |
| Admin fee / account holder | $191 | $4,261-95.5% | $5,586-96.6% | $4,296-95.6% |