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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 | $1,323 | $27,924-95.3% | $58,544-97.7% | $75,181-98.2% |
| Participation rate | 66.7% | 38.8%+27.8pp | 50.9%+15.8pp | 67.2%-0.5pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4249.56%-4249.6pp | 160.69%-160.7pp |
| Employer contribution / active EE | $491 | $669-26.7% | $1,053-53.4% | $2,671-81.6% |
| Participant deferral / active EE | $587 | $1,202-51.2% | $1,923-69.5% | $4,126-85.8% |
| Admin fee / account holder | $85 | $1,726-95.1% | $2,520-96.6% | $5,650-98.5% |