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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 | $11,702 | $110,240-89.4% | $96,544-87.9% | $139,487-91.6% |
| Participation rate | 66.7% | 78.1%-11.5pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 11.35% | 26.41%-15.1pp | 25.88%-14.5pp | 373.84%-362.5pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,703 | $5,549-69.3% | $4,851-64.9% | $6,713-74.6% |
| Admin fee / account holder | $206 | $11,602-98.2% | $8,254-97.5% | $11,407-98.2% |