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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 | $20,379 | $69,977-70.9% | $108,582-81.2% | $62,881-67.6% |
| Participation rate | 50.0% | 72.9%-22.9pp | 79.6%-29.6pp | 69.3%-19.3pp |
| Annual return | 8.71% | 10.73%-2.0pp | -51.70%+60.4pp | 20.14%-11.4pp |
| Employer contribution / active EE | $1,051 | $2,135-50.8% | $3,758-72.0% | $2,281-53.9% |
| Participant deferral / active EE | $1,684 | $3,165-46.8% | $4,311-60.9% | $3,203-47.4% |
| Admin fee / account holder | $0 | $5,076-100.0% | $7,645-100.0% | $4,296-100.0% |