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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 | $12,566 | $63,082-80.1% | $81,716-84.6% | $79,852-84.3% |
| Participation rate | 65.4% | 67.5%-2.1pp | 72.0%-6.6pp | 69.6%-4.3pp |
| Annual return | 28.94% | 22.66%+6.3pp | 29.49%-0.6pp | 31.72%-2.8pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,261 | $2,780-18.7% | $7,108-68.2% | $3,740-39.5% |
| Admin fee / account holder | $46 | $4,428-99.0% | $5,159-99.1% | $5,306-99.1% |