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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 | $15,012 | $64,716-76.8% | $112,258-86.6% | $68,495-78.1% |
| Participation rate | 54.8% | 67.2%-12.4pp | 75.1%-20.3pp | 67.9%-13.1pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.47%-27.5pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,028 | $2,746-26.1% | $3,636-44.2% | $2,596-21.9% |
| Participant deferral / active EE | $3,173 | $3,565-11.0% | $4,728-32.9% | $4,028-21.2% |
| Admin fee / account holder | $293 | $5,232-94.4% | $6,411-95.4% | $5,403-94.6% |