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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 | $24,573 | $86,949-71.7% | $102,460-76.0% | $80,959-69.6% |
| Participation rate | 11.4% | 72.4%-61.0pp | 76.5%-65.1pp | 67.7%-56.3pp |
| Annual return | 16.00% | 18.89%-2.9pp | 29.47%-13.5pp | 35.67%-19.7pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $76 | $8,048-99.1% | $9,460-99.2% | $6,925-98.9% |