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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 | $207 | $30,385-99.3% | $56,054-99.6% | $74,400-99.7% |
| Participation rate | 36.2% | 32.9%+3.3pp | 52.5%-16.3pp | 67.2%-31.0pp |
| Annual return | 13.25% | 24.92%-11.7pp | 1705.95%-1692.7pp | 1367.51%-1354.3pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $0 | $1,174-100.0% | $1,952-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,361-100.0% | $2,822-100.0% | $1,944-100.0% |