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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 | $1,229 | $29,733-95.9% | $56,025-97.8% | $80,959-98.5% |
| Participation rate | 37.3% | 41.7%-4.5pp | 52.5%-15.3pp | 67.7%-30.4pp |
| Annual return | 15.20% | 35.28%-20.1pp | 1712.69%-1697.5pp | 35.67%-20.5pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $577 | $1,229-53.1% | $1,955-70.5% | $4,300-86.6% |
| Admin fee / account holder | $81 | $2,434-96.7% | $2,828-97.2% | $6,925-98.8% |