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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 | $1,208 | $28,624-95.8% | $53,647-97.7% | $82,637-98.5% |
| Participation rate | 63.0% | 47.3%+15.7pp | 56.3%+6.7pp | 68.1%-5.1pp |
| Annual return | 28.60% | 664.98%-636.4pp | 358.33%-329.7pp | 53.51%-24.9pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $463 | $1,196-61.3% | $1,813-74.5% | $4,126-88.8% |
| Admin fee / account holder | $27 | $2,022-98.7% | $2,460-98.9% | $7,339-99.6% |