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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 | $19,164 | $70,475-72.8% | $100,530-80.9% | $79,858-76.0% |
| Participation rate | 35.5% | 73.7%-38.2pp | 79.4%-43.9pp | 69.6%-34.2pp |
| Annual return | 33.40% | 21.90%+11.5pp | 30.89%+2.5pp | 31.72%+1.7pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,737 | $5,181-27.9% | $6,271-40.4% | $3,740-0.1% |
| Admin fee / account holder | $51 | $4,478-98.9% | $8,083-99.4% | $5,306-99.0% |