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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 | $5,124 | $81,358-93.7% | $155,556-96.7% | $80,959-93.7% |
| Participation rate | 61.9% | 66.3%-4.4pp | 78.2%-16.3pp | 67.7%-5.8pp |
| Annual return | 16.09% | 33.39%-17.3pp | 64.84%-48.7pp | 35.67%-19.6pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,440 | $3,455-58.3% | $5,631-74.4% | $4,300-66.5% |
| Admin fee / account holder | $233 | $7,994-97.1% | $15,885-98.5% | $6,925-96.6% |