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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $588 | $28,624-97.9% | $53,647-98.9% | $82,637-99.3% |
| Participation rate | 62.1% | 47.3%+14.8pp | 56.3%+5.8pp | 68.1%-6.0pp |
| Annual return | 31.46% | 664.98%-633.5pp | 358.33%-326.9pp | 53.51%-22.0pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $238 | $1,196-80.1% | $1,813-86.9% | $4,126-94.2% |
| Admin fee / account holder | $44 | $2,022-97.8% | $2,460-98.2% | $7,339-99.4% |