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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 | $7,020 | $99,032-92.9% | $80,022-91.2% | $135,379-94.8% |
| Participation rate | 63.6% | 78.4%-14.7pp | 75.8%-12.2pp | 82.6%-19.0pp |
| Annual return | -8.79% | 15.39%-24.2pp | 11.22%-20.0pp | 519.79%-528.6pp |
| Employer contribution / active EE | $1,295 | $3,043-57.5% | $2,468-47.5% | $4,779-72.9% |
| Participant deferral / active EE | $1,363 | $4,282-68.2% | $3,686-63.0% | $5,609-75.7% |
| Admin fee / account holder | $118 | $10,436-98.9% | $6,521-98.2% | $10,828-98.9% |