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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 | $16,637 | $153,769-89.2% | $133,975-87.6% | $273,972-93.9% |
| Participation rate | 31.6% | 88.4%-56.8pp | 87.1%-55.5pp | 83.0%-51.4pp |
| Annual return | 27.73% | 36.51%-8.8pp | 29.29%-1.6pp | 41.46%-13.7pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,446 | $6,958-50.5% | $6,282-45.1% | $5,287-34.8% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |