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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 | $1,569 | $27,936-94.4% | $58,561-97.3% | $75,173-97.9% |
| Participation rate | 47.2% | 38.8%+8.4pp | 50.9%-3.6pp | 67.2%-20.0pp |
| Annual return | 35.35% | 44.21%-8.9pp | 4251.33%-4216.0pp | 160.72%-125.4pp |
| Employer contribution / active EE | $208 | $670-68.9% | $1,053-80.2% | $2,671-92.2% |
| Participant deferral / active EE | $233 | $1,202-80.6% | $1,923-87.9% | $4,126-94.3% |
| Admin fee / account holder | $20 | $1,727-98.8% | $2,520-99.2% | $5,651-99.6% |