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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 | $13,118 | $167,362-92.2% | $143,799-90.9% | $134,532-90.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -15.83% | 0.47%-16.3pp | -0.04%-15.8pp | 418.27%-434.1pp |
| Employer contribution / active EE | $9,738 | $5,620+73.3% | $4,952+96.6% | $4,741+105.4% |
| Participant deferral / active EE | $3,667 | $6,447-43.1% | $5,638-35.0% | $6,401-42.7% |
| Admin fee / account holder | $97 | $18,094-99.5% | $14,677-99.3% | $11,429-99.2% |