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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 | $14,358 | $63,082-77.2% | $81,716-82.4% | $79,852-82.0% |
| Participation rate | 48.3% | 67.5%-19.3pp | 72.0%-23.7pp | 69.6%-21.4pp |
| Annual return | 26.66% | 22.66%+4.0pp | 29.49%-2.8pp | 31.72%-5.1pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,194 | $2,780-21.1% | $7,108-69.1% | $3,740-41.4% |
| Admin fee / account holder | $0 | $4,428-100.0% | $5,159-100.0% | $5,306-100.0% |