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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 | $1,148 | $30,423-96.2% | $56,025-98.0% | $74,478-98.5% |
| Participation rate | 68.9% | 32.9%+36.0pp | 52.5%+16.4pp | 67.2%+1.7pp |
| Annual return | 14.43% | 24.97%-10.5pp | 1712.69%-1698.3pp | 1370.56%-1356.1pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,042-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $307 | $1,176-73.9% | $1,955-84.3% | $4,350-93.0% |
| Admin fee / account holder | $17 | $2,363-99.3% | $2,828-99.4% | $1,946-99.1% |