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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 | $6,663 | $48,078-86.1% | $78,676-91.5% | $62,881-89.4% |
| Participation rate | 19.6% | 65.2%-45.6pp | 73.6%-54.0pp | 69.3%-49.7pp |
| Annual return | 12.83% | 31.36%-18.5pp | 62.19%-49.4pp | 20.14%-7.3pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $782 | $2,587-69.8% | $3,517-77.8% | $3,203-75.6% |
| Admin fee / account holder | $137 | $3,206-95.7% | $4,510-97.0% | $4,296-96.8% |