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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 | $12,021 | $131,835-90.9% | $108,582-88.9% | $273,972-95.6% |
| Participation rate | 54.5% | 83.5%-28.9pp | 79.6%-25.0pp | 83.0%-28.5pp |
| Annual return | 26.92% | -91.57%+118.5pp | -51.70%+78.6pp | 41.46%-14.5pp |
| Employer contribution / active EE | $2,318 | $4,913-52.8% | $3,758-38.3% | $4,869-52.4% |
| Participant deferral / active EE | $2,485 | $5,127-51.5% | $4,311-42.4% | $5,287-53.0% |
| Admin fee / account holder | $21 | $10,253-99.8% | $7,645-99.7% | $10,133-99.8% |