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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 | $15,934 | $72,492-78.0% | $87,104-81.7% | $72,975-78.2% |
| Participation rate | 47.2% | 72.8%-25.6pp | 76.9%-29.7pp | 69.5%-22.3pp |
| Annual return | 24.11% | 24.46%-0.3pp | 28.19%-4.1pp | 81.01%-56.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,045 | $3,270-6.9% | $4,048-24.8% | $3,608-15.6% |
| Admin fee / account holder | $16 | $5,055-99.7% | $7,491-99.8% | $5,124-99.7% |