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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 | $6,365 | $215,361-97.0% | $171,082-96.3% | $273,972-97.7% |
| Participation rate | 55.6% | 82.0%-26.5pp | 76.7%-21.1pp | 83.0%-27.5pp |
| Annual return | 16.16% | 25.14%-9.0pp | 32.56%-16.4pp | 41.46%-25.3pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $999 | $5,543-82.0% | $4,797-79.2% | $5,287-81.1% |
| Admin fee / account holder | $39 | $10,846-99.6% | $8,520-99.5% | $10,133-99.6% |