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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 | $24,122 | $65,704-63.3% | $94,229-74.4% | $59,633-59.5% |
| Participation rate | 53.6% | 72.1%-18.5pp | 78.8%-25.2pp | 68.7%-15.1pp |
| Annual return | -0.93% | 5.22%-6.1pp | 10.68%-11.6pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $1,618 | $2,021-19.9% | $3,587-54.9% | $2,203-26.6% |
| Participant deferral / active EE | $2,312 | $3,143-26.4% | $4,320-46.5% | $3,192-27.6% |
| Admin fee / account holder | $74 | $4,265-98.3% | $6,269-98.8% | $4,297-98.3% |