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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 | $12,414 | $136,860-90.9% | $120,344-89.7% | $154,746-92.0% |
| Participation rate | 69.2% | 79.9%-10.7pp | 76.7%-7.5pp | 80.7%-11.5pp |
| Annual return | 17.44% | 21.38%-3.9pp | 20.30%-2.9pp | 172.34%-154.9pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,515 | $5,793-56.6% | $5,135-51.0% | $6,730-62.6% |
| Admin fee / account holder | $269 | $15,393-98.3% | $12,742-97.9% | $14,365-98.1% |