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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 | $7,122 | $140,578-94.9% | $100,671-92.9% | $125,389-94.3% |
| Participation rate | 66.7% | 80.4%-13.7pp | 70.7%-4.0pp | 83.2%-16.5pp |
| Annual return | -2.73% | 24.67%-27.4pp | 20.43%-23.2pp | 282.24%-285.0pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,658 | $3,981-58.4% | $3,144-47.3% | $5,352-69.0% |
| Admin fee / account holder | $57 | $6,716-99.2% | $4,850-98.8% | $9,541-99.4% |