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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 | $728 | $31,105-97.7% | $53,647-98.6% | $64,097-98.9% |
| Participation rate | 39.7% | 30.7%+9.0pp | 56.3%-16.6pp | 55.2%-15.5pp |
| Annual return | 58.24% | 22.54%+35.7pp | 358.33%-300.1pp | 34.64%+23.6pp |
| Employer contribution / active EE | $0 | $441-100.0% | $962-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $284 | $896-68.3% | $1,813-84.3% | $3,080-90.8% |
| Admin fee / account holder | $88 | $2,195-96.0% | $2,460-96.4% | $3,454-97.4% |