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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 | $1,101 | $29,716-96.3% | $56,077-98.0% | $80,925-98.6% |
| Participation rate | 56.3% | 41.7%+14.6pp | 52.5%+3.8pp | 67.7%-11.4pp |
| Annual return | 17.16% | 35.30%-18.1pp | 1709.28%-1692.1pp | 35.65%-18.5pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $456 | $1,228-62.9% | $1,954-76.7% | $4,299-89.4% |
| Admin fee / account holder | $23 | $2,432-99.1% | $2,825-99.2% | $6,940-99.7% |