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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 | $1,458 | $27,800-94.8% | $58,561-97.5% | $71,511-98.0% |
| Participation rate | 29.3% | 34.6%-5.3pp | 50.9%-21.6pp | 67.9%-38.7pp |
| Annual return | 23.90% | 26.80%-2.9pp | 4251.33%-4227.4pp | 28.86%-5.0pp |
| Employer contribution / active EE | $0 | $632-100.0% | $1,053-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $158 | $1,208-86.9% | $1,923-91.8% | $4,291-96.3% |
| Admin fee / account holder | $5 | $1,637-99.7% | $2,520-99.8% | $1,588-99.7% |