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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 | $1,033 | $29,670-96.5% | $56,054-98.2% | $80,911-98.7% |
| Participation rate | 63.4% | 41.7%+21.7pp | 52.5%+10.9pp | 67.6%-4.2pp |
| Annual return | 16.51% | 35.24%-18.7pp | 1705.95%-1689.4pp | 35.63%-19.1pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $415 | $1,227-66.1% | $1,952-78.7% | $4,297-90.3% |
| Admin fee / account holder | $60 | $2,431-97.5% | $2,822-97.9% | $6,935-99.1% |