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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 | $23,329 | $80,992-71.2% | $96,534-75.8% | $75,173-69.0% |
| Participation rate | 48.5% | 71.8%-23.3pp | 76.0%-27.5pp | 67.2%-18.7pp |
| Annual return | 22.09% | 27.05%-5.0pp | 25.88%-3.8pp | 160.72%-138.6pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,072 | $3,929-21.8% | $4,851-36.7% | $4,126-25.6% |
| Admin fee / account holder | $206 | $6,717-96.9% | $8,253-97.5% | $5,651-96.4% |