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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 | $5,447 | $103,949-94.8% | $69,182-92.1% | $273,972-98.0% |
| Participation rate | 57.1% | 67.4%-10.2pp | 55.1%+2.0pp | 83.0%-25.9pp |
| Annual return | 6.40% | 35.28%-28.9pp | -21.93%+28.3pp | 41.46%-35.1pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,705 | $2,716-37.2% | $1,897-10.1% | $5,287-67.8% |
| Admin fee / account holder | $18 | $3,671-99.5% | $2,697-99.3% | $10,133-99.8% |