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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 | $17,802 | $82,678-78.5% | $125,391-85.8% | $68,490-74.0% |
| Participation rate | 59.2% | 75.1%-15.9pp | 82.4%-23.2pp | 67.9%-8.7pp |
| Annual return | -3.59% | -5.97%+2.4pp | 572.41%-576.0pp | -7.85%+4.3pp |
| Employer contribution / active EE | $1,319 | $3,382-61.0% | $4,816-72.6% | $2,597-49.2% |
| Participant deferral / active EE | $3,715 | $6,111-39.2% | $7,448-50.1% | $4,028-7.8% |
| Admin fee / account holder | $293 | $6,277-95.3% | $10,009-97.1% | $5,403-94.6% |