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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 | $27,785 | $181,896-84.7% | $156,551-82.3% | $273,972-89.9% |
| Participation rate | 53.3% | 88.4%-35.1pp | 84.0%-30.7pp | 83.0%-29.7pp |
| Annual return | 8.17% | 30.74%-22.6pp | 32.23%-24.1pp | 41.46%-33.3pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,370 | $5,550-39.3% | $4,871-30.8% | $5,287-36.3% |
| Admin fee / account holder | $106 | $15,560-99.3% | $13,028-99.2% | $10,133-99.0% |