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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 | $585 | $27,936-97.9% | $58,561-99.0% | $75,173-99.2% |
| Participation rate | 63.8% | 38.8%+25.0pp | 50.9%+13.0pp | 67.2%-3.4pp |
| Annual return | 0.00% | 44.21%-44.2pp | 4251.33%-4251.3pp | 160.72%-160.7pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $350 | $1,202-70.9% | $1,923-81.8% | $4,126-91.5% |
| Admin fee / account holder | $7 | $1,727-99.6% | $2,520-99.7% | $5,651-99.9% |