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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 | $3,849 | $45,152-91.5% | $73,835-94.8% | $59,633-93.5% |
| Participation rate | 55.3% | 64.0%-8.7pp | 73.4%-18.1pp | 68.7%-13.4pp |
| Annual return | -2.44% | 27.40%-29.8pp | 2268.13%-2270.6pp | 2041.40%-2043.8pp |
| Employer contribution / active EE | $401 | $1,901-78.9% | $2,788-85.6% | $2,203-81.8% |
| Participant deferral / active EE | $1,280 | $2,573-50.3% | $3,583-64.3% | $3,192-59.9% |
| Admin fee / account holder | $183 | $3,515-94.8% | $4,880-96.2% | $4,297-95.7% |