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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 | $5,248 | $73,955-92.9% | $96,520-94.6% | $75,181-93.0% |
| Participation rate | 50.0% | 66.4%-16.4pp | 74.3%-24.3pp | 67.2%-17.2pp |
| Annual return | 19.14% | 26.72%-7.6pp | 35.72%-16.6pp | 160.69%-141.5pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,696 | $3,659-53.7% | $4,879-65.2% | $4,126-58.9% |
| Admin fee / account holder | $98 | $5,217-98.1% | $6,733-98.5% | $5,650-98.3% |