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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 | $909 | $104,106-99.1% | $71,086-98.7% | $135,379-99.3% |
| Participation rate | 60.0% | 65.7%-5.7pp | 54.7%+5.3pp | 82.6%-22.6pp |
| Annual return | 0.00% | 1256.30%-1256.3pp | 650.59%-650.6pp | 519.79%-519.8pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $909 | $2,527-64.0% | $1,874-51.5% | $5,609-83.8% |
| Admin fee / account holder | $59 | $4,142-98.6% | $3,082-98.1% | $10,828-99.5% |