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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 | $11,140 | $73,787-84.9% | $98,716-88.7% | $82,448-86.5% |
| Participation rate | 23.4% | 61.4%-38.0pp | 69.3%-45.9pp | 68.1%-44.6pp |
| Annual return | 13.61% | 18.57%-5.0pp | 31.81%-18.2pp | 41.64%-28.0pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,232 | $3,081-60.0% | $4,048-69.6% | $4,139-70.2% |
| Admin fee / account holder | $298 | $6,500-95.4% | $8,703-96.6% | $7,234-95.9% |