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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 | $12,355 | $81,870-84.9% | $119,634-89.7% | $68,490-82.0% |
| Participation rate | 60.0% | 71.9%-11.9pp | 79.3%-19.3pp | 67.9%-7.9pp |
| Annual return | -7.53% | -23.82%+16.3pp | -14.98%+7.5pp | -7.85%+0.3pp |
| Employer contribution / active EE | $1,879 | $2,692-30.2% | $4,232-55.6% | $2,597-27.6% |
| Participant deferral / active EE | $3,448 | $4,148-16.9% | $5,601-38.4% | $4,028-14.4% |
| Admin fee / account holder | $200 | $6,583-97.0% | $10,329-98.1% | $5,403-96.3% |