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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 | $10,429 | $53,546-80.5% | $69,884-85.1% | $68,486-84.8% |
| Participation rate | 35.7% | 64.5%-28.8pp | 70.5%-34.8pp | 67.9%-32.2pp |
| Annual return | -15.31% | -13.87%-1.4pp | 190.81%-206.1pp | -7.85%-7.5pp |
| Employer contribution / active EE | $422 | $2,019-79.1% | $2,560-83.5% | $2,597-83.7% |
| Participant deferral / active EE | $1,835 | $2,957-37.9% | $3,848-52.3% | $4,028-54.4% |
| Admin fee / account holder | $86 | $4,693-98.2% | $6,266-98.6% | $5,404-98.4% |