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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 | $22,286 | $91,537-75.7% | $130,045-82.9% | $75,173-70.4% |
| Participation rate | 40.0% | 71.5%-31.5pp | 78.5%-38.5pp | 67.2%-27.2pp |
| Annual return | 26.17% | -631.55%+657.7pp | -137.30%+163.5pp | 160.72%-134.5pp |
| Employer contribution / active EE | $1,235 | $2,845-56.6% | $4,321-71.4% | $2,671-53.8% |
| Participant deferral / active EE | $2,163 | $4,343-50.2% | $5,820-62.8% | $4,126-47.6% |
| Admin fee / account holder | $100 | $6,780-98.5% | $10,600-99.1% | $5,651-98.2% |