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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 | $7,062 | $131,835-94.6% | $108,582-93.5% | $273,972-97.4% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.6%-29.6pp | 83.0%-33.0pp |
| Annual return | 5.02% | -91.57%+96.6pp | -51.70%+56.7pp | 41.46%-36.4pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,516 | $5,127-70.4% | $4,311-64.8% | $5,287-71.3% |
| Admin fee / account holder | $214 | $10,253-97.9% | $7,645-97.2% | $10,133-97.9% |