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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 | $4,525 | $140,578-96.8% | $100,671-95.5% | $125,389-96.4% |
| Participation rate | 33.3% | 80.4%-47.1pp | 70.7%-37.4pp | 83.2%-49.9pp |
| Annual return | -2.40% | 24.67%-27.1pp | 20.43%-22.8pp | 282.24%-284.6pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $709 | $3,981-82.2% | $3,144-77.4% | $5,352-86.8% |
| Admin fee / account holder | $95 | $6,716-98.6% | $4,850-98.0% | $9,541-99.0% |