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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 | $19,111 | $153,311-87.5% | $109,313-82.5% | $273,972-93.0% |
| Participation rate | 45.5% | 80.1%-34.6pp | 71.3%-25.8pp | 83.0%-37.6pp |
| Annual return | 6.44% | 29.86%-23.4pp | 22.07%-15.6pp | 41.46%-35.0pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,452 | $3,932-12.2% | $3,166+9.0% | $5,287-34.7% |
| Admin fee / account holder | $82 | $8,076-99.0% | $5,666-98.5% | $10,133-99.2% |