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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 | $10,095 | $75,935-86.7% | $60,547-83.3% | $125,389-91.9% |
| Participation rate | 63.2% | 76.5%-13.4pp | 68.0%-4.8pp | 83.2%-20.0pp |
| Annual return | -0.59% | -5.38%+4.8pp | 335.64%-336.2pp | 282.24%-282.8pp |
| Employer contribution / active EE | $1,208 | $3,438-64.9% | $2,419-50.1% | $4,866-75.2% |
| Participant deferral / active EE | $2,041 | $4,506-54.7% | $3,328-38.7% | $5,352-61.9% |
| Admin fee / account holder | $6 | $6,768-99.9% | $4,536-99.9% | $9,541-99.9% |