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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 | $17,083 | $50,947-66.5% | $74,551-77.1% | $64,173-73.4% |
| Participation rate | 43.2% | 61.1%-17.9pp | 69.1%-26.0pp | 69.6%-26.4pp |
| Annual return | -6.74% | -1.85%-4.9pp | 32.53%-39.3pp | 7.63%-14.4pp |
| Employer contribution / active EE | $225 | $1,115-79.9% | $1,961-88.5% | $2,381-90.6% |
| Participant deferral / active EE | $1,059 | $2,302-54.0% | $3,108-65.9% | $3,470-69.5% |
| Admin fee / account holder | $170 | $4,221-96.0% | $5,059-96.6% | $4,887-96.5% |