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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 | $18,001 | $77,817-76.9% | $123,553-85.4% | $64,173-71.9% |
| Participation rate | 66.7% | 74.7%-8.0pp | 82.3%-15.6pp | 69.6%-2.9pp |
| Annual return | -8.11% | 12.49%-20.6pp | 119.21%-127.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $2,002 | $3,014-33.6% | $4,628-56.8% | $2,381-15.9% |
| Participant deferral / active EE | $5,303 | $5,240+1.2% | $6,426-17.5% | $3,470+52.8% |
| Admin fee / account holder | $130 | $5,519-97.6% | $9,284-98.6% | $4,887-97.3% |