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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 | $711 | $67,823-99.0% | $52,425-98.6% | $137,256-99.5% |
| Participation rate | 66.7% | 63.9%+2.8pp | 55.6%+11.0pp | 80.0%-13.3pp |
| Annual return | 33.40% | 219.11%-185.7pp | 302.12%-268.7pp | 220.34%-186.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $371 | $2,288-83.8% | $1,790-79.3% | $6,407-94.2% |
| Admin fee / account holder | $157 | $2,844-94.5% | $2,495-93.7% | $12,270-98.7% |