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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 | $17,395 | $76,401-77.2% | $106,387-83.6% | $64,173-72.9% |
| Participation rate | 41.2% | 73.5%-32.4pp | 77.5%-36.3pp | 69.6%-28.4pp |
| Annual return | -3.90% | -2.19%-1.7pp | 0.25%-4.2pp | 7.63%-11.5pp |
| Employer contribution / active EE | $0 | $2,680-100.0% | $3,520-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,679 | $4,274-13.9% | $5,421-32.1% | $3,470+6.0% |
| Admin fee / account holder | $0 | $4,610-100.0% | $7,510-100.0% | $4,887-100.0% |