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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 | $7,444 | $65,364-88.6% | $92,909-92.0% | $72,975-89.8% |
| Participation rate | 50.0% | 68.3%-18.3pp | 76.0%-26.0pp | 69.5%-19.5pp |
| Annual return | 18.92% | 42.11%-23.2pp | 109.44%-90.5pp | 81.01%-62.1pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,028 | $3,128-35.2% | $4,238-52.1% | $3,608-43.8% |
| Admin fee / account holder | $20 | $4,251-99.5% | $5,795-99.7% | $5,124-99.6% |