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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 | $601 | $31,105-98.1% | $53,647-98.9% | $64,097-99.1% |
| Participation rate | 45.9% | 30.7%+15.2pp | 56.3%-10.4pp | 55.2%-9.3pp |
| Annual return | 21.00% | 22.54%-1.5pp | 358.33%-337.3pp | 34.64%-13.6pp |
| Employer contribution / active EE | $0 | $441-100.0% | $962-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $0 | $896-100.0% | $1,813-100.0% | $3,080-100.0% |
| Admin fee / account holder | $0 | $2,195-100.0% | $2,460-100.0% | $3,454-100.0% |