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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 | $11,998 | $59,834-79.9% | $79,576-84.9% | $68,495-82.5% |
| Participation rate | 52.4% | 61.1%-8.7pp | 69.5%-17.1pp | 67.9%-15.5pp |
| Annual return | -19.09% | -12.30%-6.8pp | 0.15%-19.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $1,399 | $1,505-7.1% | $2,413-42.0% | $2,596-46.1% |
| Participant deferral / active EE | $2,600 | $3,024-14.0% | $3,985-34.8% | $4,028-35.5% |
| Admin fee / account holder | $190 | $4,835-96.1% | $6,834-97.2% | $5,403-96.5% |