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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 | $14,352 | $97,881-85.3% | $80,004-82.1% | $125,389-88.6% |
| Participation rate | 40.0% | 77.9%-37.9pp | 73.0%-33.0pp | 83.2%-43.2pp |
| Annual return | -2.43% | 9.36%-11.8pp | 7.63%-10.1pp | 282.24%-284.7pp |
| Employer contribution / active EE | $978 | $3,128-68.7% | $2,473-60.4% | $4,866-79.9% |
| Participant deferral / active EE | $3,865 | $3,744+3.2% | $3,204+20.7% | $5,352-27.8% |
| Admin fee / account holder | $25 | $6,278-99.6% | $5,033-99.5% | $9,541-99.7% |