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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 | $1,436 | $29,670-95.2% | $56,054-97.4% | $80,911-98.2% |
| Participation rate | 15.0% | 41.7%-26.7pp | 52.5%-37.5pp | 67.6%-52.6pp |
| Annual return | 25.70% | 35.24%-9.5pp | 1705.95%-1680.2pp | 35.63%-9.9pp |
| Employer contribution / active EE | $151 | $670-77.4% | $1,039-85.5% | $2,756-94.5% |
| Participant deferral / active EE | $167 | $1,227-86.4% | $1,952-91.4% | $4,297-96.1% |
| Admin fee / account holder | $4 | $2,431-99.8% | $2,822-99.9% | $6,935-99.9% |