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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 | $5,023 | $172,111-97.1% | $150,298-96.7% | $137,256-96.3% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 28.92% | 69.37%-40.5pp | 62.79%-33.9pp | 220.34%-191.4pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,974 | $6,166-68.0% | $5,453-63.8% | $6,407-69.2% |
| Admin fee / account holder | $293 | $16,471-98.2% | $14,116-97.9% | $12,270-97.6% |