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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 | $9,552 | $106,524-91.0% | $152,301-93.7% | $87,485-89.1% |
| Participation rate | 59.7% | 75.8%-16.1pp | 82.4%-22.7pp | 68.9%-9.2pp |
| Annual return | 21.03% | 26.89%-5.9pp | 80.50%-59.5pp | 26.06%-5.0pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,777 | $6,525-57.4% | $8,004-65.3% | $4,274-35.0% |
| Admin fee / account holder | $141 | $8,287-98.3% | $14,398-99.0% | $7,775-98.2% |