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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 | $4,227 | $215,361-98.0% | $171,082-97.5% | $273,972-98.5% |
| Participation rate | 39.1% | 82.0%-42.9pp | 76.7%-37.6pp | 83.0%-43.9pp |
| Annual return | 9.34% | 25.14%-15.8pp | 32.56%-23.2pp | 41.46%-32.1pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $762 | $5,543-86.3% | $4,797-84.1% | $5,287-85.6% |
| Admin fee / account holder | $25 | $10,846-99.8% | $8,520-99.7% | $10,133-99.8% |