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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 | $4,071 | $57,061-92.9% | $85,063-95.2% | $80,911-95.0% |
| Participation rate | 32.1% | 56.3%-24.2pp | 67.5%-35.4pp | 67.6%-35.5pp |
| Annual return | 17.12% | 21.66%-4.5pp | 66.54%-49.4pp | 35.63%-18.5pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $942 | $3,110-69.7% | $4,523-79.2% | $4,297-78.1% |
| Admin fee / account holder | $293 | $4,986-94.1% | $6,155-95.2% | $6,935-95.8% |