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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 | $9,088 | $156,398-94.2% | $147,318-93.8% | $138,895-93.5% |
| Participation rate | 63.6% | 83.8%-20.1pp | 82.1%-18.4pp | 79.9%-16.3pp |
| Annual return | 38.89% | 78.75%-39.9pp | 70.43%-31.5pp | 145.39%-106.5pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,294 | $8,237-47.9% | $7,906-45.7% | $6,396-32.9% |
| Admin fee / account holder | $271 | $14,976-98.2% | $13,708-98.0% | $12,562-97.8% |