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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 | $20,307 | $184,014-89.0% | $161,149-87.4% | $138,895-85.4% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.8%-12.2pp | 79.9%-13.3pp |
| Annual return | 17.20% | 21.52%-4.3pp | 21.16%-4.0pp | 145.39%-128.2pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,207 | $6,909-24.6% | $6,153-15.4% | $6,396-18.6% |
| Admin fee / account holder | $221 | $18,027-98.8% | $15,194-98.5% | $12,562-98.2% |