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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 | $11,840 | $45,566-74.0% | $64,105-81.5% | $59,633-80.1% |
| Participation rate | 53.4% | 60.2%-6.7pp | 68.2%-14.7pp | 68.7%-15.2pp |
| Annual return | -1.33% | 4.95%-6.3pp | 791.24%-792.6pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $595 | $934-36.4% | $1,820-67.3% | $2,203-73.0% |
| Participant deferral / active EE | $1,429 | $2,057-30.5% | $2,822-49.3% | $3,192-55.2% |
| Admin fee / account holder | $96 | $3,268-97.1% | $4,499-97.9% | $4,297-97.8% |