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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 | $10,454 | $105,861-90.1% | $90,756-88.5% | $134,509-92.2% |
| Participation rate | 29.4% | 78.2%-48.8pp | 75.7%-46.3pp | 81.2%-51.8pp |
| Annual return | -19.78% | -10.99%-8.8pp | -12.16%-7.6pp | 418.13%-437.9pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,547 | $5,217-70.3% | $4,565-66.1% | $6,400-75.8% |
| Admin fee / account holder | $198 | $13,938-98.6% | $8,445-97.7% | $11,427-98.3% |