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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 | $9,125 | $227,597-96.0% | $189,575-95.2% | $167,536-94.6% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.4%-18.4pp | 82.1%-22.1pp |
| Annual return | 11.32% | 78.44%-67.1pp | 64.19%-52.9pp | 478.82%-467.5pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,576 | $7,002-77.5% | $6,174-74.5% | $6,342-75.1% |
| Admin fee / account holder | $73 | $11,877-99.4% | $9,806-99.3% | $12,315-99.4% |