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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 | $14,447 | $86,701-83.3% | $73,309-80.3% | $125,389-88.5% |
| Participation rate | 42.9% | 78.6%-35.8pp | 74.9%-32.1pp | 83.2%-40.3pp |
| Annual return | -1.33% | 2.78%-4.1pp | 5.67%-7.0pp | 282.24%-283.6pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,599 | $5,549-53.2% | $4,991-47.9% | $5,352-51.4% |
| Admin fee / account holder | $14 | $7,768-99.8% | $5,635-99.8% | $9,541-99.9% |