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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 | $909 | $27,936-96.7% | $58,561-98.4% | $75,173-98.8% |
| Participation rate | 56.4% | 38.8%+17.6pp | 50.9%+5.5pp | 67.2%-10.8pp |
| Annual return | 0.00% | 44.21%-44.2pp | 4251.33%-4251.3pp | 160.72%-160.7pp |
| Employer contribution / active EE | $249 | $670-62.8% | $1,053-76.4% | $2,671-90.7% |
| Participant deferral / active EE | $346 | $1,202-71.2% | $1,923-82.0% | $4,126-91.6% |
| Admin fee / account holder | $37 | $1,727-97.8% | $2,520-98.5% | $5,651-99.3% |