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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 | $23,142 | $132,310-82.5% | $105,754-78.1% | $273,972-91.6% |
| Participation rate | 63.2% | 83.2%-20.0pp | 78.9%-15.8pp | 83.0%-19.9pp |
| Annual return | 9.96% | 10.08%-0.1pp | 12.25%-2.3pp | 41.46%-31.5pp |
| Employer contribution / active EE | $0 | $4,867-100.0% | $4,079-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,483 | $6,233+4.0% | $5,326+21.7% | $5,287+22.6% |
| Admin fee / account holder | $124 | $12,036-99.0% | $8,309-98.5% | $10,133-98.8% |