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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 | $1,364 | $27,936-95.1% | $58,561-97.7% | $75,173-98.2% |
| Participation rate | 59.5% | 38.8%+20.6pp | 50.9%+8.6pp | 67.2%-7.7pp |
| Annual return | 53.70% | 44.21%+9.5pp | 4251.33%-4197.6pp | 160.72%-107.0pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $667 | $1,202-44.5% | $1,923-65.3% | $4,126-83.8% |
| Admin fee / account holder | $19 | $1,727-98.9% | $2,520-99.3% | $5,651-99.7% |