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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 | $14,412 | $87,546-83.5% | $75,784-81.0% | $125,389-88.5% |
| Participation rate | 47.1% | 80.2%-33.1pp | 75.8%-28.8pp | 83.2%-36.1pp |
| Annual return | 0.08% | 13.49%-13.4pp | 9.68%-9.6pp | 282.24%-282.2pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,441 | $4,230-65.9% | $3,652-60.5% | $5,352-73.1% |
| Admin fee / account holder | $54 | $6,503-99.2% | $5,300-99.0% | $9,541-99.4% |