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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 | $15,557 | $71,873-78.4% | $86,698-82.1% | $68,490-77.3% |
| Participation rate | 55.2% | 72.2%-17.1pp | 76.6%-21.4pp | 67.9%-12.7pp |
| Annual return | -16.91% | 3.54%-20.4pp | 35.96%-52.9pp | -7.85%-9.1pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,618 | $3,779-30.7% | $4,656-43.8% | $4,028-35.0% |
| Admin fee / account holder | $178 | $6,110-97.1% | $7,492-97.6% | $5,403-96.7% |