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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 | $908 | $27,924-96.7% | $58,544-98.4% | $75,181-98.8% |
| Participation rate | 59.3% | 38.8%+20.4pp | 50.9%+8.4pp | 67.2%-7.9pp |
| Annual return | 43.64% | 44.20%-0.6pp | 4249.56%-4205.9pp | 160.69%-117.0pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $343 | $1,202-71.5% | $1,923-82.2% | $4,126-91.7% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,520-100.0% | $5,650-100.0% |