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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 | $1,019 | $27,943-96.4% | $58,507-98.3% | $75,177-98.6% |
| Participation rate | 54.0% | 38.8%+15.2pp | 50.9%+3.1pp | 67.2%-13.2pp |
| Annual return | 23.08% | 44.22%-21.1pp | 4252.32%-4229.2pp | 160.75%-137.7pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $322 | $1,202-73.2% | $1,922-83.2% | $4,126-92.2% |
| Admin fee / account holder | $44 | $1,727-97.4% | $2,486-98.2% | $5,651-99.2% |