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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 | $19,480 | $131,835-85.2% | $108,582-82.1% | $273,972-92.9% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 7.62% | -91.57%+99.2pp | -51.70%+59.3pp | 41.46%-33.8pp |
| Employer contribution / active EE | $1,405 | $4,913-71.4% | $3,758-62.6% | $4,869-71.1% |
| Participant deferral / active EE | $1,668 | $5,127-67.5% | $4,311-61.3% | $5,287-68.5% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |