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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 | $804 | $27,936-97.1% | $58,561-98.6% | $75,173-98.9% |
| Participation rate | 50.0% | 38.8%+11.2pp | 50.9%-0.9pp | 67.2%-17.2pp |
| Annual return | 121.23% | 44.21%+77.0pp | 4251.33%-4130.1pp | 160.72%-39.5pp |
| Employer contribution / active EE | $109 | $670-83.7% | $1,053-89.7% | $2,671-95.9% |
| Participant deferral / active EE | $257 | $1,202-78.6% | $1,923-86.6% | $4,126-93.8% |
| Admin fee / account holder | $1 | $1,727-99.9% | $2,520-99.9% | $5,651-100.0% |