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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 | $9,527 | $95,915-90.1% | $79,580-88.0% | $134,532-92.9% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -16.52% | -2.71%-13.8pp | 0.15%-16.7pp | 418.27%-434.8pp |
| Employer contribution / active EE | $871 | $3,129-72.2% | $2,413-63.9% | $4,741-81.6% |
| Participant deferral / active EE | $1,483 | $4,693-68.4% | $3,985-62.8% | $6,401-76.8% |
| Admin fee / account holder | $183 | $9,132-98.0% | $6,835-97.3% | $11,429-98.4% |