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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 | $10,700 | $77,816-86.3% | $123,552-91.3% | $64,173-83.3% |
| Participation rate | 60.0% | 74.7%-14.7pp | 82.3%-22.3pp | 69.6%-9.6pp |
| Annual return | 14.19% | 12.49%+1.7pp | 119.20%-105.0pp | 7.63%+6.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,423 | $5,240+3.5% | $6,426-15.6% | $3,470+56.3% |
| Admin fee / account holder | $7 | $5,519-99.9% | $9,285-99.9% | $4,887-99.9% |