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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 | $9,858 | $182,442-94.6% | $163,379-94.0% | $138,895-92.9% |
| Participation rate | 57.1% | 79.8%-22.6pp | 76.8%-19.7pp | 79.9%-22.8pp |
| Annual return | 16.55% | 72.74%-56.2pp | 63.41%-46.9pp | 145.39%-128.8pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,716 | $6,817-74.8% | $6,282-72.7% | $6,396-73.2% |
| Admin fee / account holder | $0 | $10,396-100.0% | $9,818-100.0% | $12,562-100.0% |