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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 | $1,273 | $27,924-95.4% | $58,544-97.8% | $75,181-98.3% |
| Participation rate | 63.2% | 38.8%+24.3pp | 50.9%+12.3pp | 67.2%-4.0pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4249.56%-4249.6pp | 160.69%-160.7pp |
| Employer contribution / active EE | $339 | $669-49.4% | $1,053-67.8% | $2,671-87.3% |
| Participant deferral / active EE | $487 | $1,202-59.5% | $1,923-74.7% | $4,126-88.2% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,520-100.0% | $5,650-100.0% |