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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 | $629 | $27,943-97.7% | $58,507-98.9% | $75,177-99.2% |
| Participation rate | 17.6% | 38.8%-21.2pp | 50.9%-33.2pp | 67.2%-49.6pp |
| Annual return | 19.06% | 44.22%-25.2pp | 4252.32%-4233.3pp | 160.75%-141.7pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $224 | $1,202-81.3% | $1,922-88.3% | $4,126-94.6% |
| Admin fee / account holder | $18 | $1,727-98.9% | $2,486-99.3% | $5,651-99.7% |