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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 | $15,614 | $69,977-77.7% | $108,582-85.6% | $62,881-75.2% |
| Participation rate | 56.0% | 72.9%-16.9pp | 79.6%-23.6pp | 69.3%-13.3pp |
| Annual return | 24.72% | 10.73%+14.0pp | -51.70%+76.4pp | 20.14%+4.6pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,072 | $3,165-34.5% | $4,311-51.9% | $3,203-35.3% |
| Admin fee / account holder | $265 | $5,076-94.8% | $7,645-96.5% | $4,296-93.8% |