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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 | $10,439 | $39,132-73.3% | $57,196-81.7% | $62,881-83.4% |
| Participation rate | 58.1% | 70.5%-12.3pp | 75.3%-17.2pp | 69.3%-11.2pp |
| Annual return | 62.24% | 9.24%+53.0pp | 14.59%+47.6pp | 20.14%+42.1pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $943 | $2,374-60.3% | $3,096-69.6% | $3,203-70.6% |
| Admin fee / account holder | $186 | $2,594-92.8% | $3,141-94.1% | $4,296-95.7% |