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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 | $3,704 | $106,247-96.5% | $96,515-96.2% | $139,466-97.3% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | 32.83% | 38.47%-5.6pp | 35.73%-2.9pp | 373.66%-340.8pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,761 | $5,456-67.7% | $4,880-63.9% | $6,712-73.8% |
| Admin fee / account holder | $128 | $7,885-98.4% | $6,735-98.1% | $11,409-98.9% |