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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 | $22,192 | $67,411-67.1% | $91,004-75.6% | $70,126-68.4% |
| Participation rate | 60.8% | 71.4%-10.6pp | 75.6%-14.8pp | 69.5%-8.8pp |
| Annual return | 14.05% | -40.16%+54.2pp | 4.60%+9.5pp | 73.15%-59.1pp |
| Employer contribution / active EE | $1,076 | $1,786-39.7% | $2,456-56.2% | $2,343-54.1% |
| Participant deferral / active EE | $1,512 | $2,823-46.4% | $3,548-57.4% | $3,332-54.6% |
| Admin fee / account holder | $206 | $4,236-95.1% | $5,417-96.2% | $4,645-95.6% |