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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 | $682 | $29,319-97.7% | $52,425-98.7% | $82,448-99.2% |
| Participation rate | 48.9% | 46.9%+2.0pp | 55.6%-6.7pp | 68.1%-19.2pp |
| Annual return | 31.44% | 535.20%-503.8pp | 302.12%-270.7pp | 41.64%-10.2pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $414 | $1,171-64.6% | $1,790-76.9% | $4,139-90.0% |
| Admin fee / account holder | $205 | $1,962-89.5% | $2,495-91.8% | $7,234-97.2% |