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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 | $18,282 | $215,361-91.5% | $171,082-89.3% | $273,972-93.3% |
| Participation rate | 45.8% | 82.0%-36.2pp | 76.7%-30.9pp | 83.0%-37.2pp |
| Annual return | 7.09% | 25.14%-18.0pp | 32.56%-25.5pp | 41.46%-34.4pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,435 | $5,543-38.0% | $4,797-28.4% | $5,287-35.0% |
| Admin fee / account holder | $191 | $10,846-98.2% | $8,520-97.8% | $10,133-98.1% |