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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 | $16,937 | $65,704-74.2% | $94,229-82.0% | $59,633-71.6% |
| Participation rate | 62.8% | 72.1%-9.3pp | 78.8%-16.0pp | 68.7%-5.9pp |
| Annual return | -2.16% | 5.22%-7.4pp | 10.68%-12.8pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $1,302 | $2,021-35.6% | $3,587-63.7% | $2,203-40.9% |
| Participant deferral / active EE | $2,292 | $3,143-27.1% | $4,320-46.9% | $3,192-28.2% |
| Admin fee / account holder | $296 | $4,265-93.1% | $6,269-95.3% | $4,297-93.1% |