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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 | $10,023 | $81,476-87.7% | $102,383-90.2% | $80,925-87.6% |
| Participation rate | 6.3% | 66.8%-60.5pp | 74.5%-68.2pp | 67.7%-61.3pp |
| Annual return | 13.28% | 25.59%-12.3pp | 24.94%-11.7pp | 35.65%-22.4pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $44 | $6,717-99.3% | $8,391-99.5% | $6,940-99.4% |