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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 | $16,151 | $67,411-76.0% | $91,004-82.3% | $70,124-77.0% |
| Participation rate | 67.5% | 71.4%-3.9pp | 75.6%-8.1pp | 69.5%-2.0pp |
| Annual return | 24.59% | -40.16%+64.8pp | 4.60%+20.0pp | 73.14%-48.6pp |
| Employer contribution / active EE | $1,111 | $1,786-37.8% | $2,456-54.8% | $2,342-52.6% |
| Participant deferral / active EE | $2,493 | $2,823-11.7% | $3,548-29.7% | $3,332-25.2% |
| Admin fee / account holder | $83 | $4,236-98.0% | $5,417-98.5% | $4,645-98.2% |