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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 | $1,059 | $34,316-96.9% | $74,723-98.6% | $72,976-98.5% |
| Participation rate | 46.2% | 42.4%+3.7pp | 54.5%-8.3pp | 69.5%-23.3pp |
| Annual return | 130.51% | 26.58%+103.9pp | 753.18%-622.7pp | 81.02%+49.5pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $493 | $1,272-61.2% | $1,962-74.9% | $3,608-86.3% |
| Admin fee / account holder | $2 | $2,125-99.9% | $3,335-99.9% | $5,124-100.0% |