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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 | $30,319 | $181,896-83.3% | $156,551-80.6% | $273,972-88.9% |
| Participation rate | 38.5% | 88.4%-49.9pp | 84.0%-45.6pp | 83.0%-44.6pp |
| Annual return | 8.36% | 30.74%-22.4pp | 32.23%-23.9pp | 41.46%-33.1pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,813 | $5,550-31.3% | $4,871-21.7% | $5,287-27.9% |
| Admin fee / account holder | $13 | $15,560-99.9% | $13,028-99.9% | $10,133-99.9% |