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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 | $17,773 | $71,878-75.3% | $86,698-79.5% | $68,486-74.0% |
| Participation rate | 56.8% | 72.2%-15.5pp | 76.6%-19.8pp | 67.9%-11.1pp |
| Annual return | -14.71% | 3.53%-18.2pp | 35.95%-50.7pp | -7.85%-6.9pp |
| Employer contribution / active EE | $1,148 | $2,173-47.2% | $2,837-59.5% | $2,597-55.8% |
| Participant deferral / active EE | $2,425 | $3,779-35.8% | $4,656-47.9% | $4,028-39.8% |
| Admin fee / account holder | $101 | $6,113-98.3% | $7,493-98.7% | $5,404-98.1% |