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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 | $7,987 | $85,094-90.6% | $76,327-89.5% | $145,884-94.5% |
| Participation rate | 62.5% | 82.9%-20.4pp | 79.2%-16.7pp | 80.3%-17.8pp |
| Annual return | 14.30% | 13.13%+1.2pp | 13.79%+0.5pp | 551.85%-537.6pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,584-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,832 | $6,390-71.3% | $5,478-66.6% | $6,690-72.6% |
| Admin fee / account holder | $0 | $5,773-100.0% | $5,139-100.0% | $13,392-100.0% |