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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 | $14,319 | $67,411-78.8% | $91,004-84.3% | $70,126-79.6% |
| Participation rate | 57.1% | 71.4%-14.2pp | 75.6%-18.5pp | 69.5%-12.4pp |
| Annual return | 18.55% | -40.16%+58.7pp | 4.60%+14.0pp | 73.15%-54.6pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,992 | $2,823+6.0% | $3,548-15.7% | $3,332-10.2% |
| Admin fee / account holder | $129 | $4,236-96.9% | $5,417-97.6% | $4,645-97.2% |