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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 | $9,424 | $100,970-90.7% | $96,576-90.2% | $137,256-93.1% |
| Participation rate | 14.3% | 82.6%-68.3pp | 81.4%-67.2pp | 80.0%-65.7pp |
| Annual return | 27.71% | 38.16%-10.5pp | 38.47%-10.8pp | 220.34%-192.6pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,613 | $8,286-56.4% | $7,956-54.6% | $6,407-43.6% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |