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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 | $3,579 | $103,164-96.5% | $90,259-96.0% | $154,746-97.7% |
| Participation rate | 69.2% | 76.1%-6.9pp | 70.7%-1.5pp | 80.7%-11.5pp |
| Annual return | 24.17% | 19.25%+4.9pp | 18.88%+5.3pp | 172.34%-148.2pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,287 | $4,422-70.9% | $3,827-66.4% | $6,730-80.9% |
| Admin fee / account holder | $105 | $8,593-98.8% | $7,267-98.6% | $14,365-99.3% |