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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 | $11,556 | $67,411-82.9% | $91,004-87.3% | $70,124-83.5% |
| Participation rate | 60.0% | 71.4%-11.4pp | 75.6%-15.6pp | 69.5%-9.5pp |
| Annual return | 15.82% | -40.16%+56.0pp | 4.60%+11.2pp | 73.14%-57.3pp |
| Employer contribution / active EE | $525 | $1,786-70.6% | $2,456-78.6% | $2,342-77.6% |
| Participant deferral / active EE | $1,712 | $2,823-39.3% | $3,548-51.7% | $3,332-48.6% |
| Admin fee / account holder | $243 | $4,236-94.3% | $5,417-95.5% | $4,645-94.8% |