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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 | $16,075 | $64,716-75.2% | $112,258-85.7% | $68,495-76.5% |
| Participation rate | 37.8% | 67.2%-29.3pp | 75.1%-37.2pp | 67.9%-30.1pp |
| Annual return | -19.25% | -11.40%-7.9pp | 27.47%-46.7pp | -7.84%-11.4pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,225 | $3,565-9.6% | $4,728-31.8% | $4,028-19.9% |
| Admin fee / account holder | $48 | $5,232-99.1% | $6,411-99.2% | $5,403-99.1% |