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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 | $26,209 | $91,536-71.4% | $130,062-79.8% | $75,177-65.1% |
| Participation rate | 22.2% | 71.5%-49.2pp | 78.5%-56.3pp | 67.2%-45.0pp |
| Annual return | 35.17% | -631.62%+666.8pp | -137.37%+172.5pp | 160.75%-125.6pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,386 | $4,343-22.0% | $5,821-41.8% | $4,126-17.9% |
| Admin fee / account holder | $17 | $6,780-99.8% | $10,601-99.8% | $5,651-99.7% |