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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 | $21,801 | $67,602-67.8% | $82,312-73.5% | $70,126-68.9% |
| Participation rate | 65.7% | 72.8%-7.1pp | 76.9%-11.2pp | 69.5%-3.8pp |
| Annual return | 19.12% | 21.57%-2.4pp | 25.88%-6.8pp | 73.15%-54.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,384 | $2,987+13.3% | $3,706-8.7% | $3,332+1.6% |
| Admin fee / account holder | $188 | $4,512-95.8% | $5,608-96.7% | $4,645-96.0% |