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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 | $417 | $28,624-98.5% | $53,647-99.2% | $82,637-99.5% |
| Participation rate | 67.6% | 47.3%+20.3pp | 56.3%+11.3pp | 68.1%-0.5pp |
| Annual return | 0.00% | 664.98%-665.0pp | 358.33%-358.3pp | 53.51%-53.5pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $384 | $1,196-67.9% | $1,813-78.8% | $4,126-90.7% |
| Admin fee / account holder | $19 | $2,022-99.1% | $2,460-99.2% | $7,339-99.7% |