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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 | $12,603 | $208,088-93.9% | $186,193-93.2% | $154,746-91.9% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.1%-10.4pp | 80.7%-14.0pp |
| Annual return | 14.89% | 89.97%-75.1pp | 78.03%-63.1pp | 172.34%-157.4pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,045 | $7,078-28.7% | $6,513-22.5% | $6,730-25.0% |
| Admin fee / account holder | $208 | $11,698-98.2% | $11,058-98.1% | $14,365-98.6% |