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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 | $14,588 | $64,716-77.5% | $112,258-87.0% | $68,495-78.7% |
| Participation rate | 54.5% | 67.2%-12.6pp | 75.1%-20.5pp | 67.9%-13.3pp |
| Annual return | -17.50% | -11.40%-6.1pp | 27.47%-45.0pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,095 | $2,746-60.1% | $3,636-69.9% | $2,596-57.8% |
| Participant deferral / active EE | $1,560 | $3,565-56.3% | $4,728-67.0% | $4,028-61.3% |
| Admin fee / account holder | $9 | $5,232-99.8% | $6,411-99.9% | $5,403-99.8% |