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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 | $5,234 | $81,331-93.6% | $155,534-96.6% | $80,935-93.5% |
| Participation rate | 62.1% | 66.3%-4.2pp | 78.2%-16.1pp | 67.7%-5.6pp |
| Annual return | 13.79% | 33.37%-19.6pp | 64.92%-51.1pp | 35.66%-21.9pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,257 | $3,454-63.6% | $5,630-77.7% | $4,299-70.8% |
| Admin fee / account holder | $25 | $7,999-99.7% | $15,900-99.8% | $6,924-99.6% |