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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 | $17,246 | $61,660-72.0% | $80,022-78.4% | $64,173-73.1% |
| Participation rate | 67.6% | 71.7%-4.1pp | 75.8%-8.2pp | 69.6%-2.0pp |
| Annual return | -5.24% | -0.33%-4.9pp | 11.22%-16.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $899 | $1,810-50.3% | $2,468-63.6% | $2,381-62.2% |
| Participant deferral / active EE | $2,022 | $2,968-31.9% | $3,686-45.1% | $3,470-41.7% |
| Admin fee / account holder | $0 | $5,417-100.0% | $6,521-100.0% | $4,887-100.0% |