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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 | $13,376 | $64,716-79.3% | $112,258-88.1% | $68,495-80.5% |
| Participation rate | 53.8% | 67.2%-13.3pp | 75.1%-21.2pp | 67.9%-14.0pp |
| Annual return | -19.44% | -11.40%-8.0pp | 27.47%-46.9pp | -7.84%-11.6pp |
| Employer contribution / active EE | $1,122 | $2,746-59.2% | $3,636-69.2% | $2,596-56.8% |
| Participant deferral / active EE | $1,986 | $3,565-44.3% | $4,728-58.0% | $4,028-50.7% |
| Admin fee / account holder | $48 | $5,232-99.1% | $6,411-99.3% | $5,403-99.1% |