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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 | $10,665 | $167,362-93.6% | $143,799-92.6% | $134,532-92.1% |
| Participation rate | 68.4% | 84.8%-16.4pp | 80.3%-11.9pp | 81.2%-12.8pp |
| Annual return | -19.68% | 0.47%-20.2pp | -0.04%-19.6pp | 418.27%-437.9pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,921 | $6,447-39.2% | $5,638-30.5% | $6,401-38.7% |
| Admin fee / account holder | $190 | $18,094-99.0% | $14,677-98.7% | $11,429-98.3% |