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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 | $9,484 | $133,981-92.9% | $112,249-91.6% | $134,532-93.0% |
| Participation rate | 55.6% | 78.6%-23.0pp | 75.1%-19.5pp | 81.2%-25.7pp |
| Annual return | -6.63% | 47.16%-53.8pp | 27.48%-34.1pp | 418.27%-424.9pp |
| Employer contribution / active EE | $1,481 | $4,040-63.3% | $3,636-59.3% | $4,741-68.8% |
| Participant deferral / active EE | $2,212 | $5,292-58.2% | $4,729-53.2% | $6,401-65.4% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |