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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 | $19,370 | $227,597-91.5% | $189,575-89.8% | $167,536-88.4% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.4%-38.4pp | 82.1%-42.1pp |
| Annual return | 19.93% | 78.44%-58.5pp | 64.19%-44.3pp | 478.82%-458.9pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,782 | $7,002-46.0% | $6,174-38.7% | $6,342-40.4% |
| Admin fee / account holder | $55 | $11,877-99.5% | $9,806-99.4% | $12,315-99.6% |