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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 | $864 | $27,800-96.9% | $58,544-98.5% | $71,495-98.8% |
| Participation rate | 44.1% | 34.6%+9.5pp | 50.9%-6.8pp | 67.9%-23.8pp |
| Annual return | 0.00% | 26.80%-26.8pp | 4249.56%-4249.6pp | 28.85%-28.9pp |
| Employer contribution / active EE | $112 | $632-82.3% | $1,053-89.4% | $2,589-95.7% |
| Participant deferral / active EE | $266 | $1,208-78.0% | $1,923-86.1% | $4,291-93.8% |
| Admin fee / account holder | $32 | $1,637-98.0% | $2,520-98.7% | $1,588-98.0% |