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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 | $12,693 | $107,806-88.2% | $90,655-86.0% | $135,382-90.6% |
| Participation rate | 16.7% | 78.0%-61.4pp | 74.0%-57.4pp | 82.6%-66.0pp |
| Annual return | -8.41% | -0.90%-7.5pp | 1.89%-10.3pp | 519.77%-528.2pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $958 | $3,872-75.3% | $3,425-72.0% | $5,609-82.9% |
| Admin fee / account holder | $31 | $5,931-99.5% | $4,994-99.4% | $10,829-99.7% |