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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 | $5,425 | $102,245-94.7% | $89,340-93.9% | $137,256-96.0% |
| Participation rate | 38.5% | 74.9%-36.4pp | 69.6%-31.1pp | 80.0%-41.5pp |
| Annual return | 18.79% | 21.89%-3.1pp | 20.57%-1.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $998 | $4,436-77.5% | $3,823-73.9% | $6,407-84.4% |
| Admin fee / account holder | $14 | $8,085-99.8% | $6,704-99.8% | $12,270-99.9% |