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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 | $1,527 | $27,936-94.5% | $58,561-97.4% | $75,173-98.0% |
| Participation rate | 68.7% | 38.8%+29.8pp | 50.9%+17.8pp | 67.2%+1.5pp |
| Annual return | 23.55% | 44.21%-20.7pp | 4251.33%-4227.8pp | 160.72%-137.2pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $573 | $1,202-52.3% | $1,923-70.2% | $4,126-86.1% |
| Admin fee / account holder | $273 | $1,727-84.2% | $2,520-89.2% | $5,651-95.2% |