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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 | $7,604 | $67,411-88.7% | $91,004-91.6% | $70,126-89.2% |
| Participation rate | 64.9% | 71.4%-6.5pp | 75.6%-10.7pp | 69.5%-4.6pp |
| Annual return | 27.81% | -40.16%+68.0pp | 4.60%+23.2pp | 73.15%-45.3pp |
| Employer contribution / active EE | $1,644 | $1,786-8.0% | $2,456-33.1% | $2,343-29.8% |
| Participant deferral / active EE | $2,417 | $2,823-14.4% | $3,548-31.9% | $3,332-27.5% |
| Admin fee / account holder | $24 | $4,236-99.4% | $5,417-99.6% | $4,645-99.5% |