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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 | $12,926 | $72,388-82.1% | $111,392-88.4% | $64,173-79.9% |
| Participation rate | 60.5% | 70.5%-10.0pp | 78.9%-18.3pp | 69.6%-9.0pp |
| Annual return | 13.13% | -1.50%+14.6pp | -2.06%+15.2pp | 7.63%+5.5pp |
| Employer contribution / active EE | $0 | $3,000-100.0% | $4,328-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,831 | $4,241+37.5% | $5,567+4.7% | $3,470+68.1% |
| Admin fee / account holder | $116 | $5,719-98.0% | $12,266-99.1% | $4,887-97.6% |