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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 | $14,398 | $63,764-77.4% | $81,926-82.4% | $79,858-82.0% |
| Participation rate | 43.6% | 67.5%-23.9pp | 72.0%-28.4pp | 69.6%-26.0pp |
| Annual return | 28.25% | 22.66%+5.6pp | 29.49%-1.2pp | 31.72%-3.5pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,087 | $2,780-24.9% | $7,108-70.6% | $3,740-44.2% |
| Admin fee / account holder | $0 | $4,426-100.0% | $5,159-100.0% | $5,306-100.0% |