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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 | $20,580 | $60,349-65.9% | $74,184-72.3% | $62,881-67.3% |
| Participation rate | 64.0% | 72.7%-8.7pp | 76.6%-12.6pp | 69.3%-5.3pp |
| Annual return | 9.36% | 21.38%-12.0pp | 17.74%-8.4pp | 20.14%-10.8pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,970 | $2,856-31.0% | $3,550-44.5% | $3,203-38.5% |
| Admin fee / account holder | $83 | $4,261-98.1% | $5,586-98.5% | $4,296-98.1% |