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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 | $6,263 | $111,814-94.4% | $103,378-93.9% | $145,978-95.7% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 33.47% | 24.80%+8.7pp | 24.91%+8.6pp | 550.52%-517.0pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,113 | $5,618-9.0% | $5,058+1.1% | $6,690-23.6% |
| Admin fee / account holder | $265 | $9,764-97.3% | $8,401-96.8% | $13,400-98.0% |