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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 | $10,343 | $63,809-83.8% | $81,353-87.3% | $80,935-87.2% |
| Participation rate | 27.5% | 63.9%-36.5pp | 69.5%-42.1pp | 67.7%-40.2pp |
| Annual return | 14.88% | 16.37%-1.5pp | 24.82%-9.9pp | 35.66%-20.8pp |
| Employer contribution / active EE | $0 | $1,981-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,518 | $3,093-50.9% | $3,885-60.9% | $4,299-64.7% |
| Admin fee / account holder | $0 | $5,686-100.0% | $5,766-100.0% | $6,924-100.0% |