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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 | $15,847 | $59,813-73.5% | $79,580-80.1% | $68,486-76.9% |
| Participation rate | 32.1% | 61.1%-28.9pp | 69.5%-37.3pp | 67.9%-35.8pp |
| Annual return | -17.76% | -12.30%-5.5pp | 0.15%-17.9pp | -7.85%-9.9pp |
| Employer contribution / active EE | $719 | $1,505-52.2% | $2,413-70.2% | $2,597-72.3% |
| Participant deferral / active EE | $1,917 | $3,024-36.6% | $3,985-51.9% | $4,028-52.4% |
| Admin fee / account holder | $9 | $4,835-99.8% | $6,835-99.9% | $5,404-99.8% |