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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 | $19,736 | $77,816-74.6% | $123,549-84.0% | $64,181-69.3% |
| Participation rate | 58.7% | 74.7%-16.0pp | 82.3%-23.6pp | 69.6%-10.9pp |
| Annual return | -7.58% | 12.49%-20.1pp | 119.20%-126.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,811 | $3,014-39.9% | $4,628-60.9% | $2,381-23.9% |
| Participant deferral / active EE | $2,831 | $5,240-46.0% | $6,426-55.9% | $3,470-18.4% |
| Admin fee / account holder | $20 | $5,519-99.6% | $9,284-99.8% | $4,887-99.6% |