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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 | $8,425 | $73,839-88.6% | $143,788-94.1% | $68,495-87.7% |
| Participation rate | 24.4% | 66.7%-42.3pp | 80.3%-55.9pp | 67.9%-43.5pp |
| Annual return | -19.20% | 1.01%-20.2pp | -0.03%-19.2pp | -7.84%-11.4pp |
| Employer contribution / active EE | $441 | $3,184-86.2% | $4,952-91.1% | $2,596-83.0% |
| Participant deferral / active EE | $1,043 | $3,384-69.2% | $5,638-81.5% | $4,028-74.1% |
| Admin fee / account holder | $132 | $5,755-97.7% | $14,675-99.1% | $5,403-97.6% |