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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 | $30,421-96.2% | $56,077-98.0% | $74,429-98.5% |
| Participation rate | 68.9% | 32.9%+36.1pp | 52.5%+16.4pp | 67.2%+1.7pp |
| Annual return | 14.43% | 24.94%-10.5pp | 1709.28%-1694.9pp | 1368.38%-1354.0pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,040-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $307 | $1,175-73.9% | $1,954-84.3% | $4,348-93.0% |
| Admin fee / account holder | $17 | $2,363-99.3% | $2,825-99.4% | $1,944-99.1% |