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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 | $22,535 | $181,896-87.6% | $156,551-85.6% | $273,972-91.8% |
| Participation rate | 69.2% | 88.4%-19.2pp | 84.0%-14.8pp | 83.0%-13.8pp |
| Annual return | 4.72% | 30.74%-26.0pp | 32.23%-27.5pp | 41.46%-36.7pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,319 | $5,550-40.2% | $4,871-31.9% | $5,287-37.2% |
| Admin fee / account holder | $179 | $15,560-98.8% | $13,028-98.6% | $10,133-98.2% |