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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 | $8,967 | $67,602-86.7% | $82,312-89.1% | $70,126-87.2% |
| Participation rate | 32.0% | 72.8%-40.8pp | 76.9%-44.9pp | 69.5%-37.5pp |
| Annual return | 37.56% | 21.57%+16.0pp | 25.88%+11.7pp | 73.15%-35.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,944 | $2,987-1.4% | $3,706-20.6% | $3,332-11.6% |
| Admin fee / account holder | $9 | $4,512-99.8% | $5,608-99.8% | $4,645-99.8% |