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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 | $934 | $27,936-96.7% | $58,561-98.4% | $75,173-98.8% |
| Participation rate | 34.9% | 38.8%-4.0pp | 50.9%-16.0pp | 67.2%-32.3pp |
| Annual return | 52.21% | 44.21%+8.0pp | 4251.33%-4199.1pp | 160.72%-108.5pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $331 | $1,202-72.4% | $1,923-82.8% | $4,126-92.0% |
| Admin fee / account holder | $115 | $1,727-93.3% | $2,520-95.4% | $5,651-98.0% |