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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 | $8,715 | $110,337-92.1% | $102,383-91.5% | $145,877-94.0% |
| Participation rate | 54.2% | 77.9%-23.8pp | 74.5%-20.3pp | 80.3%-26.1pp |
| Annual return | 10.88% | 24.83%-13.9pp | 24.94%-14.1pp | 551.28%-540.4pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,097 | $5,621-62.7% | $5,060-58.6% | $6,691-68.7% |
| Admin fee / account holder | $145 | $9,750-98.5% | $8,391-98.3% | $13,402-98.9% |