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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 | $5,685 | $48,337-88.2% | $67,560-91.6% | $80,959-93.0% |
| Participation rate | 44.7% | 66.4%-21.7pp | 72.9%-28.2pp | 67.7%-22.9pp |
| Annual return | 16.17% | 18.26%-2.1pp | 3533.50%-3517.3pp | 35.67%-19.5pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $930 | $2,928-68.3% | $4,004-76.8% | $4,300-78.4% |
| Admin fee / account holder | $228 | $3,695-93.8% | $3,994-94.3% | $6,925-96.7% |