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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 | $23,216 | $91,537-74.6% | $130,045-82.1% | $75,173-69.1% |
| Participation rate | 42.3% | 71.5%-29.1pp | 78.5%-36.2pp | 67.2%-24.9pp |
| Annual return | 14.64% | -631.55%+646.2pp | -137.30%+151.9pp | 160.72%-146.1pp |
| Employer contribution / active EE | $1,088 | $2,845-61.7% | $4,321-74.8% | $2,671-59.3% |
| Participant deferral / active EE | $2,690 | $4,343-38.1% | $5,820-53.8% | $4,126-34.8% |
| Admin fee / account holder | $0 | $6,780-100.0% | $10,600-100.0% | $5,651-100.0% |