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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 | $1,791 | $47,479-96.2% | $62,929-97.2% | $82,448-97.8% |
| Participation rate | 38.9% | 66.9%-27.9pp | 73.1%-34.2pp | 68.1%-29.1pp |
| Annual return | 22.81% | 20.34%+2.5pp | 1063.93%-1041.1pp | 41.64%-18.8pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $201 | $2,870-93.0% | $3,888-94.8% | $4,139-95.1% |
| Admin fee / account holder | $58 | $3,804-98.5% | $5,065-98.9% | $7,234-99.2% |