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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 | $15,626 | $57,352-72.8% | $83,830-81.4% | $64,173-75.7% |
| Participation rate | 64.1% | 68.6%-4.5pp | 76.1%-12.0pp | 69.6%-5.5pp |
| Annual return | -8.52% | 11.38%-19.9pp | 850.97%-859.5pp | 7.63%-16.2pp |
| Employer contribution / active EE | $842 | $2,546-66.9% | $3,631-76.8% | $2,381-64.6% |
| Participant deferral / active EE | $2,178 | $2,993-27.2% | $4,082-46.6% | $3,470-37.2% |
| Admin fee / account holder | $197 | $4,046-95.1% | $5,479-96.4% | $4,887-96.0% |