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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 | $8,038 | $112,729-92.9% | $98,716-91.9% | $137,256-94.1% |
| Participation rate | 68.8% | 74.2%-5.5pp | 69.3%-0.5pp | 80.0%-11.2pp |
| Annual return | 24.02% | 38.48%-14.5pp | 31.81%-7.8pp | 220.34%-196.3pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,382 | $4,640-70.2% | $4,048-65.9% | $6,407-78.4% |
| Admin fee / account holder | $75 | $10,129-99.3% | $8,703-99.1% | $12,270-99.4% |