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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 | $1,078 | $29,733-96.4% | $56,025-98.1% | $80,959-98.7% |
| Participation rate | 42.7% | 41.7%+1.0pp | 52.5%-9.8pp | 67.7%-25.0pp |
| Annual return | 18.86% | 35.28%-16.4pp | 1712.69%-1693.8pp | 35.67%-16.8pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $292 | $1,229-76.2% | $1,955-85.0% | $4,300-93.2% |
| Admin fee / account holder | $38 | $2,434-98.4% | $2,828-98.7% | $6,925-99.4% |