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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 | $21,101 | $131,835-84.0% | $108,582-80.6% | $273,972-92.3% |
| Participation rate | 35.3% | 83.5%-48.2pp | 79.6%-44.3pp | 83.0%-47.7pp |
| Annual return | 12.96% | -91.57%+104.5pp | -51.70%+64.7pp | 41.46%-28.5pp |
| Employer contribution / active EE | $1,202 | $4,913-75.5% | $3,758-68.0% | $4,869-75.3% |
| Participant deferral / active EE | $2,064 | $5,127-59.7% | $4,311-52.1% | $5,287-61.0% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |