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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 | $21,792 | $215,361-89.9% | $171,082-87.3% | $273,972-92.0% |
| Participation rate | 64.7% | 82.0%-17.3pp | 76.7%-12.0pp | 83.0%-18.3pp |
| Annual return | 6.42% | 25.14%-18.7pp | 32.56%-26.1pp | 41.46%-35.0pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,496 | $5,543-36.9% | $4,797-27.1% | $5,287-33.9% |
| Admin fee / account holder | $180 | $10,846-98.3% | $8,520-97.9% | $10,133-98.2% |