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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 | $23,260 | $67,411-65.5% | $91,004-74.4% | $70,126-66.8% |
| Participation rate | 50.0% | 71.4%-21.4pp | 75.6%-25.6pp | 69.5%-19.5pp |
| Annual return | 106.44% | -40.16%+146.6pp | 4.60%+101.8pp | 73.15%+33.3pp |
| Employer contribution / active EE | $653 | $1,786-63.5% | $2,456-73.4% | $2,343-72.1% |
| Participant deferral / active EE | $1,291 | $2,823-54.3% | $3,548-63.6% | $3,332-61.3% |
| Admin fee / account holder | $45 | $4,236-98.9% | $5,417-99.2% | $4,645-99.0% |