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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 | $1,081 | $43,730-97.5% | $66,674-98.4% | $64,097-98.3% |
| Participation rate | 53.9% | 50.7%+3.2pp | 73.7%-19.8pp | 55.2%-1.3pp |
| Annual return | 0.00% | 53.62%-53.6pp | 321.24%-321.2pp | 34.64%-34.6pp |
| Employer contribution / active EE | $0 | $1,673-100.0% | $2,620-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $536 | $2,122-74.7% | $4,084-86.9% | $3,080-82.6% |
| Admin fee / account holder | $24 | $2,708-99.1% | $5,098-99.5% | $3,454-99.3% |