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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 | $862 | $27,936-96.9% | $58,561-98.5% | $75,173-98.9% |
| Participation rate | 44.4% | 38.8%+5.6pp | 50.9%-6.4pp | 67.2%-22.8pp |
| Annual return | 48.71% | 44.21%+4.5pp | 4251.33%-4202.6pp | 160.72%-112.0pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $371 | $1,202-69.1% | $1,923-80.7% | $4,126-91.0% |
| Admin fee / account holder | $0 | $1,727-100.0% | $2,520-100.0% | $5,651-100.0% |