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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 | $7,344 | $40,566-81.9% | $96,754-92.4% | $64,728-88.7% |
| Participation rate | 1.1% | 24.8%-23.7pp | 70.3%-69.2pp | 57.9%-56.8pp |
| Annual return | 19.97% | 93.20%-73.2pp | 82.04%-62.1pp | 49.38%-29.4pp |
| Employer contribution / active EE | $0 | $808-100.0% | $2,679-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $42 | $933-95.4% | $4,758-99.1% | $2,729-98.4% |
| Admin fee / account holder | $24 | $2,770-99.1% | $8,905-99.7% | $1,145-97.9% |