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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 | $1,468 | $29,716-95.1% | $56,077-97.4% | $80,925-98.2% |
| Participation rate | 41.9% | 41.7%+0.2pp | 52.5%-10.6pp | 67.7%-25.7pp |
| Annual return | 16.26% | 35.30%-19.0pp | 1709.28%-1693.0pp | 35.65%-19.4pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $263 | $1,228-78.6% | $1,954-86.5% | $4,299-93.9% |
| Admin fee / account holder | $18 | $2,432-99.3% | $2,825-99.4% | $6,940-99.7% |