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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 | $9,508 | $73,848-87.1% | $143,799-93.4% | $68,486-86.1% |
| Participation rate | 24.2% | 66.7%-42.4pp | 80.3%-56.1pp | 67.9%-43.7pp |
| Annual return | -4.09% | 0.91%-5.0pp | -0.04%-4.0pp | -7.85%+3.8pp |
| Employer contribution / active EE | $545 | $3,184-82.9% | $4,952-89.0% | $2,597-79.0% |
| Participant deferral / active EE | $1,121 | $3,385-66.9% | $5,638-80.1% | $4,028-72.2% |
| Admin fee / account holder | $16 | $5,755-99.7% | $14,677-99.9% | $5,404-99.7% |