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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 | $849 | $27,924-97.0% | $58,544-98.6% | $75,181-98.9% |
| Participation rate | 31.3% | 38.8%-7.6pp | 50.9%-19.6pp | 67.2%-35.9pp |
| Annual return | 45.83% | 44.20%+1.6pp | 4249.56%-4203.7pp | 160.69%-114.9pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $239 | $1,202-80.1% | $1,923-87.6% | $4,126-94.2% |
| Admin fee / account holder | $146 | $1,726-91.5% | $2,520-94.2% | $5,650-97.4% |