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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 | $1,127 | $29,319-96.2% | $52,425-97.8% | $82,448-98.6% |
| Participation rate | 69.0% | 46.9%+22.1pp | 55.6%+13.3pp | 68.1%+0.9pp |
| Annual return | 26.35% | 535.20%-508.8pp | 302.12%-275.8pp | 41.64%-15.3pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $323 | $1,171-72.5% | $1,790-82.0% | $4,139-92.2% |
| Admin fee / account holder | $114 | $1,962-94.2% | $2,495-95.4% | $7,234-98.4% |