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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 | $951 | $27,924-96.6% | $58,544-98.4% | $75,181-98.7% |
| Participation rate | 45.2% | 38.8%+6.3pp | 50.9%-5.7pp | 67.2%-22.0pp |
| Annual return | 56.97% | 44.20%+12.8pp | 4249.56%-4192.6pp | 160.69%-103.7pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $314 | $1,202-73.9% | $1,923-83.7% | $4,126-92.4% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,520-100.0% | $5,650-100.0% |