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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 | $10,983 | $134,001-91.8% | $112,258-90.2% | $134,509-91.8% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -17.42% | 47.15%-64.6pp | 27.47%-44.9pp | 418.13%-435.6pp |
| Employer contribution / active EE | $1,017 | $4,039-74.8% | $3,636-72.0% | $4,741-78.6% |
| Participant deferral / active EE | $2,234 | $5,291-57.8% | $4,728-52.7% | $6,400-65.1% |
| Admin fee / account holder | $100 | $7,491-98.7% | $6,411-98.4% | $11,427-99.1% |