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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 | $24,700 | $65,704-62.4% | $94,229-73.8% | $59,633-58.6% |
| Participation rate | 32.0% | 72.1%-40.1pp | 78.8%-46.8pp | 68.7%-36.7pp |
| Annual return | -1.74% | 5.22%-7.0pp | 10.68%-12.4pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,549 | $3,143-50.7% | $4,320-64.1% | $3,192-51.5% |
| Admin fee / account holder | $19 | $4,265-99.5% | $6,269-99.7% | $4,297-99.6% |