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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 | $11,111 | $43,730-74.6% | $121,208-90.8% | $64,181-82.7% |
| Participation rate | 44.4% | 58.3%-13.9pp | 71.8%-27.3pp | 69.6%-25.1pp |
| Annual return | -4.48% | 68.94%-73.4pp | 16.93%-21.4pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,156 | $1,297-10.9% | $4,023-71.3% | $2,381-51.4% |
| Participant deferral / active EE | $1,559 | $2,281-31.6% | $3,345-53.4% | $3,470-55.1% |
| Admin fee / account holder | $37 | $3,502-98.9% | $5,020-99.3% | $4,887-99.2% |