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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 | $1,746 | $27,243-93.6% | $52,425-96.7% | $79,634-97.8% |
| Participation rate | 8.0% | 22.4%-14.4pp | 55.6%-47.6pp | 62.5%-54.5pp |
| Annual return | 32.31% | 63.36%-31.0pp | 302.12%-269.8pp | 36.46%-4.2pp |
| Employer contribution / active EE | $0 | $319-100.0% | $914-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $76 | $636-88.1% | $1,790-95.8% | $3,835-98.0% |
| Admin fee / account holder | $0 | $2,105-100.0% | $2,495-100.0% | $1,002-100.0% |