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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 | $17,823 | $72,404-75.4% | $110,243-83.8% | $64,173-72.2% |
| Participation rate | 69.7% | 73.3%-3.6pp | 79.8%-10.1pp | 69.6%+0.1pp |
| Annual return | -2.91% | -6.29%+3.4pp | 314.76%-317.7pp | 7.63%-10.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,642 | $3,469-52.7% | $4,672-64.9% | $3,470-52.7% |
| Admin fee / account holder | $1 | $5,664-100.0% | $8,548-100.0% | $4,887-100.0% |