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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 | $11,291 | $59,116-80.9% | $86,438-86.9% | $68,486-83.5% |
| Participation rate | 60.0% | 75.2%-15.2pp | 80.3%-20.3pp | 67.9%-7.9pp |
| Annual return | -8.65% | -0.23%-8.4pp | 4397.19%-4405.8pp | -7.85%-0.8pp |
| Employer contribution / active EE | $852 | $2,519-66.2% | $3,769-77.4% | $2,597-67.2% |
| Participant deferral / active EE | $3,564 | $5,902-39.6% | $6,952-48.7% | $4,028-11.5% |
| Admin fee / account holder | $234 | $5,639-95.9% | $6,733-96.5% | $5,404-95.7% |