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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 | $12,360 | $167,362-92.6% | $143,799-91.4% | $134,532-90.8% |
| Participation rate | 61.5% | 84.8%-23.3pp | 80.3%-18.8pp | 81.2%-19.7pp |
| Annual return | -18.98% | 0.47%-19.5pp | -0.04%-18.9pp | 418.27%-437.2pp |
| Employer contribution / active EE | $1,743 | $5,620-69.0% | $4,952-64.8% | $4,741-63.2% |
| Participant deferral / active EE | $4,000 | $6,447-38.0% | $5,638-29.1% | $6,401-37.5% |
| Admin fee / account holder | $293 | $18,094-98.4% | $14,677-98.0% | $11,429-97.4% |