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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 | $8,168 | $46,689-82.5% | $117,498-93.0% | $68,495-88.1% |
| Participation rate | 48.0% | 56.8%-8.8pp | 70.6%-22.6pp | 67.9%-19.9pp |
| Annual return | -18.81% | -14.52%-4.3pp | 29.75%-48.6pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,111 | $1,505-26.2% | $4,178-73.4% | $2,596-57.2% |
| Participant deferral / active EE | $1,753 | $2,637-33.5% | $4,071-56.9% | $4,028-56.5% |
| Admin fee / account holder | $70 | $4,021-98.3% | $5,646-98.8% | $5,403-98.7% |