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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 | $13,012 | $71,878-81.9% | $86,698-85.0% | $68,486-81.0% |
| Participation rate | 67.6% | 72.2%-4.7pp | 76.6%-9.0pp | 67.9%-0.3pp |
| Annual return | -17.28% | 3.53%-20.8pp | 35.95%-53.2pp | -7.85%-9.4pp |
| Employer contribution / active EE | $903 | $2,173-58.5% | $2,837-68.2% | $2,597-65.2% |
| Participant deferral / active EE | $2,880 | $3,779-23.8% | $4,656-38.1% | $4,028-28.5% |
| Admin fee / account holder | $239 | $6,113-96.1% | $7,493-96.8% | $5,404-95.6% |