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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 | $16,672 | $91,536-81.8% | $130,062-87.2% | $75,177-77.8% |
| Participation rate | 47.4% | 71.5%-24.1pp | 78.5%-31.1pp | 67.2%-19.8pp |
| Annual return | 53.81% | -631.62%+685.4pp | -137.37%+191.2pp | 160.75%-106.9pp |
| Employer contribution / active EE | $1,857 | $2,845-34.7% | $4,322-57.0% | $2,671-30.5% |
| Participant deferral / active EE | $2,540 | $4,343-41.5% | $5,821-56.4% | $4,126-38.5% |
| Admin fee / account holder | $20 | $6,780-99.7% | $10,601-99.8% | $5,651-99.6% |