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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 | $10,212 | $133,981-92.4% | $112,249-90.9% | $134,532-92.4% |
| Participation rate | 61.1% | 78.6%-17.4pp | 75.1%-14.0pp | 81.2%-20.1pp |
| Annual return | -14.40% | 47.16%-61.6pp | 27.48%-41.9pp | 418.27%-432.7pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,712 | $5,292-48.8% | $4,729-42.6% | $6,401-57.6% |
| Admin fee / account holder | $109 | $7,492-98.6% | $6,412-98.3% | $11,429-99.1% |