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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 | $14,781 | $67,411-78.1% | $91,004-83.8% | $70,126-78.9% |
| Participation rate | 55.6% | 71.4%-15.8pp | 75.6%-20.0pp | 69.5%-14.0pp |
| Annual return | 25.29% | -40.16%+65.4pp | 4.60%+20.7pp | 73.15%-47.9pp |
| Employer contribution / active EE | $1,051 | $1,786-41.2% | $2,456-57.2% | $2,343-55.1% |
| Participant deferral / active EE | $1,502 | $2,823-46.8% | $3,548-57.7% | $3,332-54.9% |
| Admin fee / account holder | $245 | $4,236-94.2% | $5,417-95.5% | $4,645-94.7% |