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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 | $1,016 | $29,319-96.5% | $52,425-98.1% | $82,448-98.8% |
| Participation rate | 38.6% | 46.9%-8.2pp | 55.6%-17.0pp | 68.1%-29.4pp |
| Annual return | 22.60% | 535.20%-512.6pp | 302.12%-279.5pp | 41.64%-19.0pp |
| Employer contribution / active EE | $75 | $586-87.2% | $914-91.8% | $2,551-97.1% |
| Participant deferral / active EE | $75 | $1,171-93.6% | $1,790-95.8% | $4,139-98.2% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |