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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 | $13,592 | $63,809-78.7% | $81,353-83.3% | $80,935-83.2% |
| Participation rate | 30.3% | 63.9%-33.6pp | 69.5%-39.2pp | 67.7%-37.4pp |
| Annual return | 12.72% | 16.37%-3.7pp | 24.82%-12.1pp | 35.66%-22.9pp |
| Employer contribution / active EE | $0 | $1,981-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,452 | $3,093-53.1% | $3,885-62.6% | $4,299-66.2% |
| Admin fee / account holder | $243 | $5,686-95.7% | $5,766-95.8% | $6,924-96.5% |