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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 | $953 | $29,319-96.7% | $52,425-98.2% | $82,448-98.8% |
| Participation rate | 61.0% | 46.9%+14.2pp | 55.6%+5.4pp | 68.1%-7.0pp |
| Annual return | 37.64% | 535.20%-497.6pp | 302.12%-264.5pp | 41.64%-4.0pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $499 | $1,171-57.4% | $1,790-72.2% | $4,139-88.0% |
| Admin fee / account holder | $75 | $1,962-96.2% | $2,495-97.0% | $7,234-99.0% |