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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 | $6,873 | $54,757-87.4% | $90,304-92.4% | $72,975-90.6% |
| Participation rate | 57.1% | 65.2%-8.0pp | 73.3%-16.1pp | 69.5%-12.3pp |
| Annual return | 28.90% | 30.63%-1.7pp | 78.13%-49.2pp | 81.01%-52.1pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,384 | $2,887-52.1% | $3,885-64.4% | $3,608-61.6% |
| Admin fee / account holder | $17 | $3,973-99.6% | $5,354-99.7% | $5,124-99.7% |