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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 | $892 | $29,319-97.0% | $52,425-98.3% | $82,448-98.9% |
| Participation rate | 57.7% | 46.9%+10.8pp | 55.6%+2.1pp | 68.1%-10.4pp |
| Annual return | 24.95% | 535.20%-510.3pp | 302.12%-277.2pp | 41.64%-16.7pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $301 | $1,171-74.3% | $1,790-83.2% | $4,139-92.7% |
| Admin fee / account holder | $77 | $1,962-96.1% | $2,495-96.9% | $7,234-98.9% |