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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 | $7,471 | $110,379-93.2% | $102,412-92.7% | $145,884-94.9% |
| Participation rate | 58.3% | 77.9%-19.6pp | 74.5%-16.2pp | 80.3%-22.0pp |
| Annual return | 14.03% | 24.84%-10.8pp | 24.94%-10.9pp | 551.85%-537.8pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,228 | $5,622-60.4% | $5,060-56.0% | $6,690-66.7% |
| Admin fee / account holder | $25 | $9,745-99.7% | $8,388-99.7% | $13,392-99.8% |