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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 | $21,979 | $228,352-90.4% | $185,835-88.2% | $158,966-86.2% |
| Participation rate | 38.9% | 82.3%-43.4pp | 78.0%-39.2pp | 82.0%-43.1pp |
| Annual return | 16.66% | 40.81%-24.2pp | 35.96%-19.3pp | 302.95%-286.3pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,498 | $6,416-76.6% | $5,633-73.4% | $5,983-75.0% |
| Admin fee / account holder | $245 | $11,867-97.9% | $9,502-97.4% | $11,250-97.8% |