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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 | $10,325 | $53,596-80.7% | $90,655-88.6% | $64,181-83.9% |
| Participation rate | 46.3% | 64.5%-18.2pp | 74.0%-27.7pp | 69.6%-23.2pp |
| Annual return | 12.56% | 4.41%+8.1pp | 1.89%+10.7pp | 7.63%+4.9pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,657 | $2,459-32.6% | $3,425-51.6% | $3,470-52.2% |
| Admin fee / account holder | $20 | $3,868-99.5% | $4,994-99.6% | $4,887-99.6% |