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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 | $14,291 | $71,878-80.1% | $86,698-83.5% | $68,486-79.1% |
| Participation rate | 45.5% | 72.2%-26.8pp | 76.6%-31.1pp | 67.9%-22.4pp |
| Annual return | -17.22% | 3.53%-20.8pp | 35.95%-53.2pp | -7.85%-9.4pp |
| Employer contribution / active EE | $1,097 | $2,173-49.5% | $2,837-61.3% | $2,597-57.7% |
| Participant deferral / active EE | $2,028 | $3,779-46.3% | $4,656-56.5% | $4,028-49.7% |
| Admin fee / account holder | $230 | $6,113-96.2% | $7,493-96.9% | $5,404-95.7% |