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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 | $11,232 | $107,733-89.6% | $92,985-87.9% | $154,746-92.7% |
| Participation rate | 60.0% | 74.6%-14.6pp | 69.5%-9.5pp | 80.7%-20.7pp |
| Annual return | 29.14% | 30.39%-1.3pp | 27.99%+1.1pp | 172.34%-143.2pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,467 | $5,053-11.6% | $4,377+2.1% | $6,730-33.6% |
| Admin fee / account holder | $177 | $11,369-98.4% | $9,463-98.1% | $14,365-98.8% |