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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 | $4,651 | $34,316-86.4% | $74,723-93.8% | $72,976-93.6% |
| Participation rate | 5.7% | 42.4%-36.7pp | 54.5%-48.7pp | 69.5%-63.8pp |
| Annual return | 23.67% | 26.58%-2.9pp | 753.18%-729.5pp | 81.02%-57.3pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $67 | $1,272-94.7% | $1,962-96.6% | $3,608-98.1% |
| Admin fee / account holder | $24 | $2,125-98.9% | $3,335-99.3% | $5,124-99.5% |