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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 | $22,647 | $61,660-63.3% | $80,022-71.7% | $64,173-64.7% |
| Participation rate | 60.4% | 71.7%-11.3pp | 75.8%-15.4pp | 69.6%-9.2pp |
| Annual return | -1.37% | -0.33%-1.0pp | 11.22%-12.6pp | 7.63%-9.0pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,361 | $2,968-54.1% | $3,686-63.1% | $3,470-60.8% |
| Admin fee / account holder | $237 | $5,417-95.6% | $6,521-96.4% | $4,887-95.1% |