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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 | $6,302 | $72,177-91.3% | $115,038-94.5% | $59,633-89.4% |
| Participation rate | 60.7% | 72.6%-11.8pp | 81.4%-20.7pp | 68.7%-8.0pp |
| Annual return | -2.14% | 12.02%-14.2pp | 26.14%-28.3pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,010 | $4,783-58.0% | $6,026-66.6% | $3,192-37.0% |
| Admin fee / account holder | $2 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |