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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 | $9,205 | $77,460-88.1% | $100,378-90.8% | $80,925-88.6% |
| Participation rate | 47.2% | 76.9%-29.8pp | 81.5%-34.3pp | 67.7%-20.5pp |
| Annual return | 23.79% | 37.24%-13.4pp | 49.41%-25.6pp | 35.65%-11.9pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,221 | $6,818-52.8% | $8,087-60.2% | $4,299-25.1% |
| Admin fee / account holder | $147 | $5,887-97.5% | $7,899-98.1% | $6,940-97.9% |