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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 | $15,699 | $181,896-91.4% | $156,551-90.0% | $273,972-94.3% |
| Participation rate | 56.3% | 88.4%-32.1pp | 84.0%-27.8pp | 83.0%-26.8pp |
| Annual return | 8.41% | 30.74%-22.3pp | 32.23%-23.8pp | 41.46%-33.0pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,600 | $5,550-53.2% | $4,871-46.6% | $5,287-50.8% |
| Admin fee / account holder | $191 | $15,560-98.8% | $13,028-98.5% | $10,133-98.1% |