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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 | $9,395 | $47,944-80.4% | $67,834-86.1% | $62,881-85.1% |
| Participation rate | 39.4% | 61.1%-21.7pp | 68.8%-29.4pp | 69.3%-29.9pp |
| Annual return | 9.00% | 11.77%-2.8pp | 138.47%-129.5pp | 20.14%-11.1pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,193 | $2,247-46.9% | $3,160-62.2% | $3,203-62.7% |
| Admin fee / account holder | $263 | $3,712-92.9% | $4,622-94.3% | $4,296-93.9% |