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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 | $18,057 | $131,835-86.3% | $108,582-83.4% | $273,972-93.4% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.6%-19.6pp | 83.0%-23.0pp |
| Annual return | 5.58% | -91.57%+97.2pp | -51.70%+57.3pp | 41.46%-35.9pp |
| Employer contribution / active EE | $3,004 | $4,913-38.8% | $3,758-20.1% | $4,869-38.3% |
| Participant deferral / active EE | $2,559 | $5,127-50.1% | $4,311-40.6% | $5,287-51.6% |
| Admin fee / account holder | $125 | $10,253-98.8% | $7,645-98.4% | $10,133-98.8% |