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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 | $29,670-97.7% | $56,054-98.8% | $80,911-99.2% |
| Participation rate | 61.5% | 41.7%+19.9pp | 52.5%+9.1pp | 67.6%-6.1pp |
| Annual return | 17.65% | 35.24%-17.6pp | 1705.95%-1688.3pp | 35.63%-18.0pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $250 | $1,227-79.7% | $1,952-87.2% | $4,297-94.2% |
| Admin fee / account holder | $31 | $2,431-98.7% | $2,822-98.9% | $6,935-99.5% |