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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 | $6,662 | $58,848-88.7% | $88,179-92.4% | $82,637-91.9% |
| Participation rate | 51.1% | 57.9%-6.8pp | 69.1%-18.1pp | 68.1%-17.0pp |
| Annual return | 21.39% | 22.76%-1.4pp | 64.97%-43.6pp | 53.51%-32.1pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $884 | $3,124-71.7% | $4,614-80.8% | $4,126-78.6% |
| Admin fee / account holder | $266 | $4,795-94.4% | $7,673-96.5% | $7,339-96.4% |