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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 | $81,276-93.7% | $155,574-96.7% | $80,925-93.7% |
| Participation rate | 61.9% | 66.2%-4.3pp | 78.2%-16.3pp | 67.7%-5.8pp |
| Annual return | 16.09% | 33.36%-17.3pp | 64.87%-48.8pp | 35.65%-19.6pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,440 | $3,453-58.3% | $5,629-74.4% | $4,299-66.5% |
| Admin fee / account holder | $233 | $7,993-97.1% | $15,914-98.5% | $6,940-96.6% |