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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 | $23,860 | $175,646-86.4% | $129,118-81.5% | $134,532-82.3% |
| Participation rate | 42.9% | 81.6%-38.7pp | 77.2%-34.4pp | 81.2%-38.4pp |
| Annual return | -18.47% | -11.39%-7.1pp | -10.94%-7.5pp | 418.27%-436.7pp |
| Employer contribution / active EE | $1,452 | $6,355-77.2% | $5,051-71.3% | $4,741-69.4% |
| Participant deferral / active EE | $2,804 | $7,970-64.8% | $6,539-57.1% | $6,401-56.2% |
| Admin fee / account holder | $0 | $23,578-100.0% | $14,305-100.0% | $11,429-100.0% |