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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 | $836 | $110,551-99.2% | $80,741-99.0% | $167,536-99.5% |
| Participation rate | 68.8% | 64.0%+4.8pp | 54.2%+14.6pp | 82.1%-13.4pp |
| Annual return | 0.00% | 120.57%-120.6pp | 87.30%-87.3pp | 478.82%-478.8pp |
| Employer contribution / active EE | $339 | $1,543-78.1% | $1,160-70.8% | $4,839-93.0% |
| Participant deferral / active EE | $366 | $2,870-87.2% | $2,145-82.9% | $6,342-94.2% |
| Admin fee / account holder | $1 | $4,547-100.0% | $3,380-100.0% | $12,315-100.0% |