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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 | $29,667-98.7% | $56,441-99.3% | $80,874-99.5% |
| Participation rate | 1.1% | 41.7%-40.6pp | 52.5%-51.4pp | 67.6%-66.6pp |
| Annual return | 12.24% | 35.22%-23.0pp | 1704.21%-1692.0pp | 35.62%-23.4pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $1,227-100.0% | $1,953-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3 | $2,429-99.9% | $2,829-99.9% | $6,935-100.0% |