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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 | $10,954 | $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 | 26.73% | -91.57%+118.3pp | -51.70%+78.4pp | 41.46%-14.7pp |
| Employer contribution / active EE | $1,707 | $4,913-65.2% | $3,758-54.6% | $4,869-64.9% |
| Participant deferral / active EE | $2,703 | $5,127-47.3% | $4,311-37.3% | $5,287-48.9% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |