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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 | $672 | $29,733-97.7% | $56,025-98.8% | $80,959-99.2% |
| Participation rate | 61.5% | 41.7%+19.8pp | 52.5%+9.0pp | 67.7%-6.1pp |
| Annual return | 17.65% | 35.28%-17.6pp | 1712.69%-1695.0pp | 35.67%-18.0pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $250 | $1,229-79.7% | $1,955-87.2% | $4,300-94.2% |
| Admin fee / account holder | $31 | $2,434-98.7% | $2,828-98.9% | $6,925-99.5% |