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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 | $7,007 | $68,996-89.8% | $159,991-95.6% | $68,495-89.8% |
| Participation rate | 56.4% | 65.4%-9.0pp | 78.0%-21.6pp | 67.9%-11.5pp |
| Annual return | -7.83% | -9.65%+1.8pp | 408.82%-416.7pp | -7.84%0pp |
| Employer contribution / active EE | $1,063 | $2,212-52.0% | $4,225-74.8% | $2,596-59.1% |
| Participant deferral / active EE | $2,202 | $4,211-47.7% | $6,183-64.4% | $4,028-45.3% |
| Admin fee / account holder | $295 | $4,797-93.9% | $8,715-96.6% | $5,403-94.5% |