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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 | $1,125 | $27,936-96.0% | $58,561-98.1% | $75,173-98.5% |
| Participation rate | 60.6% | 38.8%+21.7pp | 50.9%+9.7pp | 67.2%-6.6pp |
| Annual return | 22.10% | 44.21%-22.1pp | 4251.33%-4229.2pp | 160.72%-138.6pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $233 | $1,202-80.6% | $1,923-87.9% | $4,126-94.4% |
| Admin fee / account holder | $47 | $1,727-97.3% | $2,520-98.1% | $5,651-99.2% |