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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 | $11,065 | $131,835-91.6% | $108,582-89.8% | $273,972-96.0% |
| Participation rate | 55.6% | 83.5%-27.9pp | 79.6%-24.0pp | 83.0%-27.5pp |
| Annual return | 11.04% | -91.57%+102.6pp | -51.70%+62.7pp | 41.46%-30.4pp |
| Employer contribution / active EE | $1,447 | $4,913-70.5% | $3,758-61.5% | $4,869-70.3% |
| Participant deferral / active EE | $2,657 | $5,127-48.2% | $4,311-38.4% | $5,287-49.7% |
| Admin fee / account holder | $67 | $10,253-99.3% | $7,645-99.1% | $10,133-99.3% |