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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 | $11,787 | $174,379-93.2% | $152,093-92.2% | $138,895-91.5% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 22.81% | 74.86%-52.1pp | 66.36%-43.6pp | 145.39%-122.6pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,916 | $6,159-68.9% | $5,451-64.9% | $6,396-70.0% |
| Admin fee / account holder | $174 | $16,880-99.0% | $14,497-98.8% | $12,562-98.6% |