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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 | $8,010 | $106,267-92.5% | $96,520-91.7% | $139,456-94.3% |
| Participation rate | 68.2% | 77.8%-9.7pp | 74.3%-6.2pp | 80.3%-12.1pp |
| Annual return | 16.34% | 38.45%-22.1pp | 35.72%-19.4pp | 373.45%-357.1pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,181 | $5,454-60.0% | $4,879-55.3% | $6,711-67.5% |
| Admin fee / account holder | $82 | $7,882-99.0% | $6,733-98.8% | $11,407-99.3% |