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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 | $24,061 | $91,536-73.7% | $130,062-81.5% | $75,177-68.0% |
| Participation rate | 51.7% | 71.5%-19.7pp | 78.5%-26.8pp | 67.2%-15.5pp |
| Annual return | 22.62% | -631.62%+654.2pp | -137.37%+160.0pp | 160.75%-138.1pp |
| Employer contribution / active EE | $2,178 | $2,845-23.4% | $4,322-49.6% | $2,671-18.4% |
| Participant deferral / active EE | $4,070 | $4,343-6.3% | $5,821-30.1% | $4,126-1.4% |
| Admin fee / account holder | $75 | $6,780-98.9% | $10,601-99.3% | $5,651-98.7% |