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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 | $2,821 | $49,164-94.3% | $121,169-97.7% | $75,181-96.2% |
| Participation rate | 56.9% | 55.4%+1.4pp | 69.5%-12.7pp | 67.2%-10.3pp |
| Annual return | 0.00% | 56.03%-56.0pp | 986.71%-986.7pp | 160.69%-160.7pp |
| Employer contribution / active EE | $434 | $1,546-72.0% | $4,168-89.6% | $2,671-83.8% |
| Participant deferral / active EE | $1,114 | $2,628-57.6% | $4,083-72.7% | $4,126-73.0% |
| Admin fee / account holder | $0 | $3,942-100.0% | $5,645-100.0% | $5,650-100.0% |