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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 | $639 | $29,319-97.8% | $52,425-98.8% | $82,448-99.2% |
| Participation rate | 63.8% | 46.9%+17.0pp | 55.6%+8.2pp | 68.1%-4.2pp |
| Annual return | 97.75% | 535.20%-437.4pp | 302.12%-204.4pp | 41.64%+56.1pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $540 | $1,171-53.9% | $1,790-69.8% | $4,139-87.0% |
| Admin fee / account holder | $139 | $1,962-92.9% | $2,495-94.4% | $7,234-98.1% |