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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 | $21,520 | $131,835-83.7% | $108,582-80.2% | $273,972-92.1% |
| Participation rate | 12.5% | 83.5%-71.0pp | 79.6%-67.1pp | 83.0%-70.5pp |
| Annual return | 8.07% | -91.57%+99.6pp | -51.70%+59.8pp | 41.46%-33.4pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,648 | $5,127-67.9% | $4,311-61.8% | $5,287-68.8% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |