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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 | $4,364 | $65,712-93.4% | $57,196-92.4% | $273,972-98.4% |
| Participation rate | 50.0% | 78.3%-28.3pp | 75.3%-25.3pp | 83.0%-33.0pp |
| Annual return | 2.92% | 22.01%-19.1pp | 14.59%-11.7pp | 41.46%-38.5pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $871 | $3,782-77.0% | $3,096-71.9% | $5,287-83.5% |
| Admin fee / account holder | $164 | $4,838-96.6% | $3,141-94.8% | $10,133-98.4% |