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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 | $14,601 | $158,852-90.8% | $121,220-88.0% | $135,380-89.2% |
| Participation rate | 50.0% | 79.3%-29.3pp | 71.8%-21.8pp | 82.6%-32.6pp |
| Annual return | -7.52% | -0.64%-6.9pp | 16.94%-24.5pp | 519.81%-527.3pp |
| Employer contribution / active EE | $933 | $5,666-83.5% | $4,023-76.8% | $4,779-80.5% |
| Participant deferral / active EE | $2,000 | $4,006-50.1% | $3,345-40.2% | $5,609-64.3% |
| Admin fee / account holder | $15 | $6,515-99.8% | $5,021-99.7% | $10,828-99.9% |