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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 | $572 | $29,670-98.1% | $56,054-99.0% | $80,911-99.3% |
| Participation rate | 53.8% | 41.7%+12.2pp | 52.5%+1.4pp | 67.6%-13.8pp |
| Annual return | 0.00% | 35.24%-35.2pp | 1705.95%-1705.9pp | 35.63%-35.6pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $360 | $1,227-70.6% | $1,952-81.6% | $4,297-91.6% |
| Admin fee / account holder | $64 | $2,431-97.4% | $2,822-97.7% | $6,935-99.1% |