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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 | $6,475 | $215,361-97.0% | $171,082-96.2% | $273,972-97.6% |
| Participation rate | 41.7% | 82.0%-40.4pp | 76.7%-35.0pp | 83.0%-41.3pp |
| Annual return | 9.13% | 25.14%-16.0pp | 32.56%-23.4pp | 41.46%-32.3pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $992 | $5,543-82.1% | $4,797-79.3% | $5,287-81.2% |
| Admin fee / account holder | $174 | $10,846-98.4% | $8,520-98.0% | $10,133-98.3% |