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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 | $1,330 | $29,733-95.5% | $56,025-97.6% | $80,959-98.4% |
| Participation rate | 64.9% | 41.7%+23.1pp | 52.5%+12.4pp | 67.7%-2.8pp |
| Annual return | 15.46% | 35.28%-19.8pp | 1712.69%-1697.2pp | 35.67%-20.2pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $309 | $1,229-74.9% | $1,955-84.2% | $4,300-92.8% |
| Admin fee / account holder | $68 | $2,434-97.2% | $2,828-97.6% | $6,925-99.0% |