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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 | $5,652 | $63,904-91.2% | $89,340-93.7% | $67,986-91.7% |
| Participation rate | 58.8% | 54.3%+4.5pp | 69.6%-10.7pp | 57.2%+1.6pp |
| Annual return | 24.97% | 18.09%+6.9pp | 20.57%+4.4pp | 31.67%-6.7pp |
| Employer contribution / active EE | $0 | $1,627-100.0% | $2,231-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,264 | $2,691-53.0% | $3,823-66.9% | $3,358-62.4% |
| Admin fee / account holder | $66 | $3,315-98.0% | $6,704-99.0% | $3,203-97.9% |