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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 | $8,774 | $73,839-88.1% | $143,788-93.9% | $68,495-87.2% |
| Participation rate | 45.1% | 66.7%-21.6pp | 80.3%-35.2pp | 67.9%-22.8pp |
| Annual return | -19.23% | 1.01%-20.2pp | -0.03%-19.2pp | -7.84%-11.4pp |
| Employer contribution / active EE | $635 | $3,184-80.1% | $4,952-87.2% | $2,596-75.5% |
| Participant deferral / active EE | $1,108 | $3,384-67.2% | $5,638-80.3% | $4,028-72.5% |
| Admin fee / account holder | $230 | $5,755-96.0% | $14,675-98.4% | $5,403-95.7% |