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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 | $1,059 | $28,624-96.3% | $53,647-98.0% | $82,637-98.7% |
| Participation rate | 57.3% | 47.3%+10.0pp | 56.3%+1.0pp | 68.1%-10.7pp |
| Annual return | 25.90% | 664.98%-639.1pp | 358.33%-332.4pp | 53.51%-27.6pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $321 | $1,196-73.2% | $1,813-82.3% | $4,126-92.2% |
| Admin fee / account holder | $10 | $2,022-99.5% | $2,460-99.6% | $7,339-99.9% |