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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 | $5,126 | $57,119-91.0% | $85,187-94.0% | $80,935-93.7% |
| Participation rate | 45.2% | 56.4%-11.2pp | 67.5%-22.3pp | 67.7%-22.4pp |
| Annual return | 17.77% | 21.70%-3.9pp | 66.67%-48.9pp | 35.66%-17.9pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,549 | $3,115-50.3% | $4,525-65.8% | $4,299-64.0% |
| Admin fee / account holder | $86 | $4,990-98.3% | $6,162-98.6% | $6,924-98.8% |