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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 | $23,219 | $67,602-65.7% | $82,312-71.8% | $70,126-66.9% |
| Participation rate | 54.5% | 72.8%-18.2pp | 76.9%-22.3pp | 69.5%-15.0pp |
| Annual return | 38.64% | 21.57%+17.1pp | 25.88%+12.8pp | 73.15%-34.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,287 | $2,987+143.9% | $3,706+96.6% | $3,332+118.7% |
| Admin fee / account holder | $58 | $4,512-98.7% | $5,608-99.0% | $4,645-98.8% |