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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 | $1,873 | $27,943-93.3% | $58,507-96.8% | $75,177-97.5% |
| Participation rate | 63.3% | 38.8%+24.4pp | 50.9%+12.4pp | 67.2%-3.9pp |
| Annual return | 40.90% | 44.22%-3.3pp | 4252.32%-4211.4pp | 160.75%-119.8pp |
| Employer contribution / active EE | $297 | $670-55.6% | $1,053-71.8% | $2,671-88.9% |
| Participant deferral / active EE | $519 | $1,202-56.8% | $1,922-73.0% | $4,126-87.4% |
| Admin fee / account holder | $0 | $1,727-100.0% | $2,486-100.0% | $5,651-100.0% |