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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 | $1,063 | $27,800-96.2% | $58,507-98.2% | $71,529-98.5% |
| Participation rate | 43.5% | 34.6%+8.9pp | 50.9%-7.4pp | 67.9%-24.4pp |
| Annual return | 32.35% | 26.80%+5.6pp | 4252.32%-4220.0pp | 28.97%+3.4pp |
| Employer contribution / active EE | $0 | $632-100.0% | $1,053-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $369 | $1,208-69.5% | $1,922-80.8% | $4,291-91.4% |
| Admin fee / account holder | $53 | $1,637-96.7% | $2,486-97.9% | $1,588-96.6% |