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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 | $9,568 | $53,546-82.1% | $69,884-86.3% | $68,486-86.0% |
| Participation rate | 31.3% | 64.5%-33.2pp | 70.5%-39.1pp | 67.9%-36.6pp |
| Annual return | -19.30% | -13.87%-5.4pp | 190.81%-210.1pp | -7.85%-11.4pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,205 | $2,957-59.3% | $3,848-68.7% | $4,028-70.1% |
| Admin fee / account holder | $132 | $4,693-97.2% | $6,266-97.9% | $5,404-97.6% |