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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 | $8,155 | $158,852-94.9% | $121,220-93.3% | $135,379-94.0% |
| Participation rate | 30.0% | 79.3%-49.3pp | 71.8%-41.8pp | 82.6%-52.6pp |
| Annual return | -7.31% | -0.64%-6.7pp | 16.94%-24.2pp | 519.79%-527.1pp |
| Employer contribution / active EE | $326 | $5,666-94.2% | $4,023-91.9% | $4,779-93.2% |
| Participant deferral / active EE | $489 | $4,006-87.8% | $3,345-85.4% | $5,609-91.3% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |