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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 | $5,863 | $73,863-92.1% | $143,797-95.9% | $68,490-91.4% |
| Participation rate | 53.1% | 66.7%-13.5pp | 80.3%-27.2pp | 67.9%-14.8pp |
| Annual return | -17.69% | 0.91%-18.6pp | -0.04%-17.7pp | -7.85%-9.8pp |
| Employer contribution / active EE | $455 | $3,185-85.7% | $4,952-90.8% | $2,597-82.5% |
| Participant deferral / active EE | $1,395 | $3,385-58.8% | $5,638-75.3% | $4,028-65.4% |
| Admin fee / account holder | $156 | $5,756-97.3% | $14,679-98.9% | $5,403-97.1% |