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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 | $9,583 | $174,379-94.5% | $152,093-93.7% | $138,895-93.1% |
| Participation rate | 38.5% | 81.6%-43.2pp | 77.8%-39.3pp | 79.9%-41.5pp |
| Annual return | 29.03% | 74.86%-45.8pp | 66.36%-37.3pp | 145.39%-116.4pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,105 | $6,159-65.8% | $5,451-61.4% | $6,396-67.1% |
| Admin fee / account holder | $24 | $16,880-99.9% | $14,497-99.8% | $12,562-99.8% |