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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 | $5,948 | $110,337-94.6% | $102,383-94.2% | $145,877-95.9% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 16.38% | 24.83%-8.5pp | 24.94%-8.6pp | 551.28%-534.9pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,901 | $5,621-66.2% | $5,060-62.4% | $6,691-71.6% |
| Admin fee / account holder | $291 | $9,750-97.0% | $8,391-96.5% | $13,402-97.8% |