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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 | $11,689 | $64,359-81.8% | $90,161-87.0% | $70,126-83.3% |
| Participation rate | 23.8% | 70.4%-46.6pp | 76.9%-53.1pp | 69.5%-45.7pp |
| Annual return | 31.36% | 28.13%+3.2pp | 34.89%-3.5pp | 73.15%-41.8pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,689 | $4,389-38.7% | $5,287-49.1% | $3,332-19.3% |
| Admin fee / account holder | $69 | $3,945-98.2% | $5,943-98.8% | $4,645-98.5% |