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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 | $7,105 | $53,162-86.6% | $91,225-92.2% | $68,486-89.6% |
| Participation rate | 63.3% | 63.2%+0.1pp | 73.2%-9.9pp | 67.9%-4.6pp |
| Annual return | -13.56% | -3.14%-10.4pp | 114.12%-127.7pp | -7.85%-5.7pp |
| Employer contribution / active EE | $427 | $1,709-75.0% | $2,851-85.0% | $2,597-83.6% |
| Participant deferral / active EE | $1,463 | $2,974-50.8% | $4,233-65.4% | $4,028-63.7% |
| Admin fee / account holder | $266 | $4,493-94.1% | $5,422-95.1% | $5,404-95.1% |