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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 | $13,496 | $83,485-83.8% | $125,180-89.2% | $72,983-81.5% |
| Participation rate | 48.0% | 73.3%-25.3pp | 79.8%-31.8pp | 69.5%-21.5pp |
| Annual return | 24.63% | 25.78%-1.1pp | 43.79%-19.2pp | 81.01%-56.4pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,399 | $3,586-5.2% | $4,937-31.2% | $3,608-5.8% |
| Admin fee / account holder | $131 | $5,518-97.6% | $9,703-98.7% | $5,124-97.4% |