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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 | $8,070 | $43,075-81.3% | $74,577-89.2% | $62,881-87.2% |
| Participation rate | 40.4% | 58.1%-17.7pp | 68.1%-27.8pp | 69.3%-29.0pp |
| Annual return | 11.58% | 17.50%-5.9pp | 20.47%-8.9pp | 20.14%-8.6pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,582 | $2,389-33.8% | $3,458-54.3% | $3,203-50.6% |
| Admin fee / account holder | $0 | $2,840-100.0% | $4,138-100.0% | $4,296-100.0% |