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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 | $634 | $28,624-97.8% | $53,647-98.8% | $82,637-99.2% |
| Participation rate | 65.4% | 47.3%+18.2pp | 56.3%+9.2pp | 68.1%-2.6pp |
| Annual return | 17.96% | 664.98%-647.0pp | 358.33%-340.4pp | 53.51%-35.5pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $181 | $1,196-84.8% | $1,813-90.0% | $4,126-95.6% |
| Admin fee / account holder | $24 | $2,022-98.8% | $2,460-99.0% | $7,339-99.7% |