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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 | $6,344 | $81,331-92.2% | $155,534-95.9% | $80,935-92.2% |
| Participation rate | 63.0% | 66.3%-3.3pp | 78.2%-15.3pp | 67.7%-4.7pp |
| Annual return | 25.95% | 33.37%-7.4pp | 64.92%-39.0pp | 35.66%-9.7pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,327 | $3,454-32.6% | $5,630-58.7% | $4,299-45.9% |
| Admin fee / account holder | $8 | $7,999-99.9% | $15,900-99.9% | $6,924-99.9% |