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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 | $7,475 | $95,915-92.2% | $79,580-90.6% | $134,532-94.4% |
| Participation rate | 55.6% | 75.0%-19.5pp | 69.5%-13.9pp | 81.2%-25.7pp |
| Annual return | -19.91% | -2.71%-17.2pp | 0.15%-20.1pp | 418.27%-438.2pp |
| Employer contribution / active EE | $1,386 | $3,129-55.7% | $2,413-42.6% | $4,741-70.8% |
| Participant deferral / active EE | $2,834 | $4,693-39.6% | $3,985-28.9% | $6,401-55.7% |
| Admin fee / account holder | $130 | $9,132-98.6% | $6,835-98.1% | $11,429-98.9% |