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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 | $6,520 | $45,566-85.7% | $64,105-89.8% | $59,633-89.1% |
| Participation rate | 58.8% | 60.2%-1.3pp | 68.2%-9.3pp | 68.7%-9.8pp |
| Annual return | -2.63% | 4.95%-7.6pp | 791.24%-793.9pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $563 | $934-39.7% | $1,820-69.1% | $2,203-74.4% |
| Participant deferral / active EE | $1,168 | $2,057-43.2% | $2,822-58.6% | $3,192-63.4% |
| Admin fee / account holder | $137 | $3,268-95.8% | $4,499-96.9% | $4,297-96.8% |