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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 | $1,283 | $29,733-95.7% | $56,025-97.7% | $80,959-98.4% |
| Participation rate | 64.0% | 41.7%+22.3pp | 52.5%+11.5pp | 67.7%-3.7pp |
| Annual return | 16.57% | 35.28%-18.7pp | 1712.69%-1696.1pp | 35.67%-19.1pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $409 | $1,229-66.7% | $1,955-79.1% | $4,300-90.5% |
| Admin fee / account holder | $45 | $2,434-98.2% | $2,828-98.4% | $6,925-99.4% |