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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 | $10,732 | $153,311-93.0% | $109,313-90.2% | $273,972-96.1% |
| Participation rate | 36.8% | 80.1%-43.2pp | 71.3%-34.4pp | 83.0%-46.2pp |
| Annual return | 10.85% | 29.86%-19.0pp | 22.07%-11.2pp | 41.46%-30.6pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,255 | $3,932-68.1% | $3,166-60.4% | $5,287-76.3% |
| Admin fee / account holder | $208 | $8,076-97.4% | $5,666-96.3% | $10,133-97.9% |