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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 | $1,095 | $29,319-96.3% | $52,425-97.9% | $82,448-98.7% |
| Participation rate | 36.4% | 46.9%-10.5pp | 55.6%-19.3pp | 68.1%-31.7pp |
| Annual return | 26.02% | 535.20%-509.2pp | 302.12%-276.1pp | 41.64%-15.6pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $335 | $1,171-71.4% | $1,790-81.3% | $4,139-91.9% |
| Admin fee / account holder | $186 | $1,962-90.5% | $2,495-92.6% | $7,234-97.4% |