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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 | $1,487 | $23,330-93.6% | $64,489-97.7% | $82,448-98.2% |
| Participation rate | 66.7% | 68.3%-1.6pp | 67.7%-1.0pp | 68.1%-1.4pp |
| Annual return | 0.00% | 83.66%-83.7pp | 55.03%-55.0pp | 41.64%-41.6pp |
| Employer contribution / active EE | $443 | $824-46.2% | $1,523-70.9% | $2,551-82.6% |
| Participant deferral / active EE | $824 | $1,707-51.7% | $2,778-70.3% | $4,139-80.1% |
| Admin fee / account holder | $43 | $2,946-98.5% | $4,260-99.0% | $7,234-99.4% |