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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 | $1,793 | $27,924-93.6% | $58,544-96.9% | $75,181-97.6% |
| Participation rate | 58.1% | 38.8%+19.2pp | 50.9%+7.2pp | 67.2%-9.1pp |
| Annual return | 69.31% | 44.20%+25.1pp | 4249.56%-4180.3pp | 160.69%-91.4pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $920 | $1,202-23.4% | $1,923-52.1% | $4,126-77.7% |
| Admin fee / account holder | $63 | $1,726-96.3% | $2,520-97.5% | $5,650-98.9% |