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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 | $10,925 | $131,835-91.7% | $108,582-89.9% | $273,972-96.0% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 0.00% | -91.57%+91.6pp | -51.70%+51.7pp | 41.46%-41.5pp |
| Employer contribution / active EE | $2,770 | $4,913-43.6% | $3,758-26.3% | $4,869-43.1% |
| Participant deferral / active EE | $7,265 | $5,127+41.7% | $4,311+68.5% | $5,287+37.4% |
| Admin fee / account holder | $21 | $10,253-99.8% | $7,645-99.7% | $10,133-99.8% |