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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 | $14,657 | $43,730-66.5% | $121,220-87.9% | $64,173-77.2% |
| Participation rate | 48.5% | 58.3%-9.9pp | 71.8%-23.3pp | 69.6%-21.1pp |
| Annual return | -2.79% | 68.94%-71.7pp | 16.94%-19.7pp | 7.63%-10.4pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,718 | $2,281-24.7% | $3,345-48.6% | $3,470-50.5% |
| Admin fee / account holder | $62 | $3,502-98.2% | $5,021-98.8% | $4,887-98.7% |