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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 | $13,840 | $124,425-88.9% | $112,040-87.6% | $137,256-89.9% |
| Participation rate | 58.3% | 79.3%-21.0pp | 76.5%-18.2pp | 80.0%-21.6pp |
| Annual return | 13.42% | 24.72%-11.3pp | 24.52%-11.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,102 | $5,718-63.2% | $5,098-58.8% | $6,407-67.2% |
| Admin fee / account holder | $30 | $15,207-99.8% | $12,098-99.8% | $12,270-99.8% |