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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 | $17,937 | $87,834-79.6% | $133,975-86.6% | $62,881-71.5% |
| Participation rate | 54.7% | 83.4%-28.6pp | 87.1%-32.3pp | 69.3%-14.6pp |
| Annual return | 19.98% | 12.05%+7.9pp | 29.29%-9.3pp | 20.14%-0.2pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,371 | $4,812+11.6% | $6,282-14.5% | $3,203+67.7% |
| Admin fee / account holder | $32 | $5,372-99.4% | $9,324-99.7% | $4,296-99.3% |