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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 | $15,594 | $56,894-72.6% | $84,753-81.6% | $62,881-75.2% |
| Participation rate | 57.7% | 68.5%-10.8pp | 76.6%-18.9pp | 69.3%-11.6pp |
| Annual return | 5.64% | 6.30%-0.7pp | 22.78%-17.1pp | 20.14%-14.5pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,204 | $2,709-55.6% | $3,712-67.6% | $3,203-62.4% |
| Admin fee / account holder | $97 | $3,581-97.3% | $5,333-98.2% | $4,296-97.7% |