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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 | $721 | $29,716-97.6% | $56,077-98.7% | $80,925-99.1% |
| Participation rate | 57.1% | 41.7%+15.4pp | 52.5%+4.6pp | 67.7%-10.5pp |
| Annual return | 29.30% | 35.30%-6.0pp | 1709.28%-1680.0pp | 35.65%-6.3pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $395 | $1,228-67.8% | $1,954-79.8% | $4,299-90.8% |
| Admin fee / account holder | $0 | $2,432-100.0% | $2,825-100.0% | $6,940-100.0% |