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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 | $10,106 | $86,701-88.3% | $73,309-86.2% | $125,389-91.9% |
| Participation rate | 57.9% | 78.6%-20.7pp | 74.9%-17.0pp | 83.2%-25.3pp |
| Annual return | -2.35% | 2.78%-5.1pp | 5.67%-8.0pp | 282.24%-284.6pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,095 | $5,549-62.2% | $4,991-58.0% | $5,352-60.8% |
| Admin fee / account holder | $52 | $7,768-99.3% | $5,635-99.1% | $9,541-99.5% |