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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 | $5,636 | $52,306-89.2% | $69,779-91.9% | $62,881-91.0% |
| Participation rate | 48.6% | 67.2%-18.7pp | 71.8%-23.3pp | 69.3%-20.7pp |
| Annual return | 33.75% | 13.35%+20.4pp | 12.99%+20.8pp | 20.14%+13.6pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,342 | $2,395-2.2% | $2,931-20.1% | $3,203-26.9% |
| Admin fee / account holder | $0 | $3,691-100.0% | $4,381-100.0% | $4,296-100.0% |