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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 | $11,199 | $54,380-79.4% | $68,509-83.7% | $59,633-81.2% |
| Participation rate | 31.4% | 70.2%-38.8pp | 74.7%-43.3pp | 68.7%-37.2pp |
| Annual return | -1.24% | 2.83%-4.1pp | 8.27%-9.5pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $870 | $1,539-43.5% | $2,278-61.8% | $2,203-60.5% |
| Participant deferral / active EE | $2,009 | $2,643-24.0% | $3,382-40.6% | $3,192-37.1% |
| Admin fee / account holder | $91 | $3,885-97.7% | $5,275-98.3% | $4,297-97.9% |