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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 | $5,192 | $106,974-95.1% | $90,796-94.3% | $138,895-96.3% |
| Participation rate | 68.8% | 74.9%-6.1pp | 69.5%-0.7pp | 79.9%-11.2pp |
| Annual return | 25.58% | 20.10%+5.5pp | 19.29%+6.3pp | 145.39%-119.8pp |
| Employer contribution / active EE | $0 | $2,609-100.0% | $2,294-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,066 | $4,455-76.1% | $3,822-72.1% | $6,396-83.3% |
| Admin fee / account holder | $36 | $8,626-99.6% | $7,024-99.5% | $12,562-99.7% |