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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 | $8,463 | $126,661-93.3% | $113,397-92.5% | $138,895-93.9% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.5%-9.8pp | 79.9%-13.3pp |
| Annual return | 20.41% | 25.05%-4.6pp | 23.20%-2.8pp | 145.39%-125.0pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,516 | $5,693-55.8% | $5,076-50.4% | $6,396-60.7% |
| Admin fee / account holder | $5 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |