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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 | $3,058 | $39,036-92.2% | $80,784-96.2% | $85,851-96.4% |
| Participation rate | 61.0% | 41.6%+19.4pp | 54.2%+6.8pp | 69.3%-8.3pp |
| Annual return | 0.00% | 26.31%-26.3pp | 87.31%-87.3pp | 318.63%-318.6pp |
| Employer contribution / active EE | $412 | $722-42.9% | $1,160-64.5% | $2,565-83.9% |
| Participant deferral / active EE | $1,468 | $1,326+10.7% | $2,145-31.6% | $3,952-62.9% |
| Admin fee / account holder | $43 | $2,429-98.2% | $3,380-98.7% | $6,261-99.3% |