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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 | $8,796 | $105,861-91.7% | $90,756-90.3% | $134,509-93.5% |
| Participation rate | 55.6% | 78.2%-22.7pp | 75.7%-20.1pp | 81.2%-25.7pp |
| Annual return | 2.68% | -10.99%+13.7pp | -12.16%+14.8pp | 418.13%-415.5pp |
| Employer contribution / active EE | $1,084 | $3,463-68.7% | $2,922-62.9% | $4,741-77.1% |
| Participant deferral / active EE | $1,701 | $5,217-67.4% | $4,565-62.7% | $6,400-73.4% |
| Admin fee / account holder | $30 | $13,938-99.8% | $8,445-99.6% | $11,427-99.7% |