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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 | $10,255 | $140,578-92.7% | $100,671-89.8% | $125,389-91.8% |
| Participation rate | 50.0% | 80.4%-30.4pp | 70.7%-20.7pp | 83.2%-33.2pp |
| Annual return | -1.21% | 24.67%-25.9pp | 20.43%-21.6pp | 282.24%-283.5pp |
| Employer contribution / active EE | $383 | $5,965-93.6% | $4,012-90.5% | $4,866-92.1% |
| Participant deferral / active EE | $994 | $3,981-75.0% | $3,144-68.4% | $5,352-81.4% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,541-100.0% |