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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 | $17,534 | $165,381-89.4% | $149,730-88.3% | $158,966-89.0% |
| Participation rate | 61.5% | 84.6%-23.0pp | 82.5%-20.9pp | 82.0%-20.4pp |
| Annual return | 18.55% | 348.29%-329.7pp | 276.70%-258.2pp | 302.95%-284.4pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,937 | $7,182-59.1% | $6,843-57.1% | $5,983-50.9% |
| Admin fee / account holder | $11 | $10,809-99.9% | $9,310-99.9% | $11,250-99.9% |