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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 | $24,663 | $91,525-73.1% | $130,026-81.0% | $75,181-67.2% |
| Participation rate | 63.0% | 71.4%-8.5pp | 78.5%-15.5pp | 67.2%-4.2pp |
| Annual return | 22.72% | -631.40%+654.1pp | -137.26%+160.0pp | 160.69%-138.0pp |
| Employer contribution / active EE | $1,361 | $2,844-52.2% | $4,321-68.5% | $2,671-49.0% |
| Participant deferral / active EE | $4,515 | $4,342+4.0% | $5,821-22.4% | $4,126+9.4% |
| Admin fee / account holder | $93 | $6,778-98.6% | $10,608-99.1% | $5,650-98.4% |