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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 | $3,196 | $34,316-90.7% | $74,722-95.7% | $72,975-95.6% |
| Participation rate | 55.7% | 42.4%+13.3pp | 54.5%+1.3pp | 69.5%-13.8pp |
| Annual return | 0.00% | 26.58%-26.6pp | 753.11%-753.1pp | 81.01%-81.0pp |
| Employer contribution / active EE | $354 | $692-48.8% | $1,084-67.3% | $2,440-85.5% |
| Participant deferral / active EE | $582 | $1,272-54.3% | $1,963-70.4% | $3,608-83.9% |
| Admin fee / account holder | $0 | $2,125-100.0% | $3,335-100.0% | $5,124-100.0% |