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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 | $1,096 | $28,624-96.2% | $53,647-98.0% | $82,637-98.7% |
| Participation rate | 52.8% | 47.3%+5.5pp | 56.3%-3.5pp | 68.1%-15.3pp |
| Annual return | 24.14% | 664.98%-640.8pp | 358.33%-334.2pp | 53.51%-29.4pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $270 | $1,196-77.5% | $1,813-85.1% | $4,126-93.5% |
| Admin fee / account holder | $128 | $2,022-93.7% | $2,460-94.8% | $7,339-98.3% |