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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 | $14,478 | $72,273-80.0% | $101,275-85.7% | $79,856-81.9% |
| Participation rate | 54.1% | 68.5%-14.4pp | 75.8%-21.8pp | 69.6%-15.6pp |
| Annual return | 18.66% | 22.30%-3.6pp | 46.48%-27.8pp | 31.71%-13.0pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,484 | $3,282-24.3% | $4,371-43.2% | $3,741-33.6% |
| Admin fee / account holder | $25 | $4,401-99.4% | $5,948-99.6% | $5,306-99.5% |