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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 | $15,846 | $178,174-91.1% | $156,181-89.9% | $137,256-88.5% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 21.32% | 84.19%-62.9pp | 64.87%-43.6pp | 220.34%-199.0pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,713 | $6,888+26.5% | $6,132+42.1% | $6,407+36.0% |
| Admin fee / account holder | $160 | $17,404-99.1% | $14,586-98.9% | $12,270-98.7% |