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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 | $20,578 | $62,589-67.1% | $76,768-73.2% | $64,173-67.9% |
| Participation rate | 64.1% | 72.8%-8.7pp | 77.0%-12.9pp | 69.6%-5.5pp |
| Annual return | -5.76% | -1.95%-3.8pp | 2.43%-8.2pp | 7.63%-13.4pp |
| Employer contribution / active EE | $950 | $1,832-48.1% | $2,485-61.8% | $2,381-60.1% |
| Participant deferral / active EE | $3,067 | $3,145-2.5% | $3,852-20.4% | $3,470-11.6% |
| Admin fee / account holder | $76 | $4,667-98.4% | $6,675-98.9% | $4,887-98.4% |