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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 | $17,519 | $113,941-84.6% | $94,228-81.4% | $125,388-86.0% |
| Participation rate | 46.2% | 82.9%-36.7pp | 78.8%-32.6pp | 83.2%-37.0pp |
| Annual return | 4.24% | 5.29%-1.0pp | 10.68%-6.4pp | 282.24%-278.0pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,818 | $5,179-45.6% | $4,320-34.8% | $5,352-47.3% |
| Admin fee / account holder | $15 | $8,392-99.8% | $6,269-99.8% | $9,541-99.8% |