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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 | $11,881 | $82,674-85.6% | $125,381-90.5% | $68,486-82.7% |
| Participation rate | 46.0% | 75.1%-29.1pp | 82.4%-36.4pp | 67.9%-21.9pp |
| Annual return | -15.77% | -5.97%-9.8pp | 572.31%-588.1pp | -7.85%-7.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,100 | $6,111-49.3% | $7,448-58.4% | $4,028-23.0% |
| Admin fee / account holder | $281 | $6,277-95.5% | $10,007-97.2% | $5,404-94.8% |