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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 | $376 | $29,733-98.7% | $56,025-99.3% | $80,959-99.5% |
| Participation rate | 1.1% | 41.7%-40.7pp | 52.5%-51.4pp | 67.7%-66.6pp |
| Annual return | 12.24% | 35.28%-23.0pp | 1712.69%-1700.4pp | 35.67%-23.4pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $1,229-100.0% | $1,955-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3 | $2,434-99.9% | $2,828-99.9% | $6,925-100.0% |