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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 | $8,235 | $135,956-93.9% | $123,894-93.4% | $273,972-97.0% |
| Participation rate | 63.2% | 84.1%-20.9pp | 81.4%-18.3pp | 83.0%-19.9pp |
| Annual return | 9.49% | 56.63%-47.1pp | 47.52%-38.0pp | 41.46%-32.0pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,054 | $6,343-67.6% | $5,984-65.7% | $5,287-61.2% |
| Admin fee / account holder | $161 | $9,817-98.4% | $8,357-98.1% | $10,133-98.4% |