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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 | $23,522 | $71,878-67.3% | $86,698-72.9% | $68,486-65.7% |
| Participation rate | 50.9% | 72.2%-21.3pp | 76.6%-25.7pp | 67.9%-17.0pp |
| Annual return | -10.02% | 3.53%-13.6pp | 35.95%-46.0pp | -7.85%-2.2pp |
| Employer contribution / active EE | $947 | $2,173-56.4% | $2,837-66.6% | $2,597-63.5% |
| Participant deferral / active EE | $2,326 | $3,779-38.5% | $4,656-50.0% | $4,028-42.3% |
| Admin fee / account holder | $285 | $6,113-95.3% | $7,493-96.2% | $5,404-94.7% |