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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 | $195 | $27,936-99.3% | $58,561-99.7% | $75,173-99.7% |
| Participation rate | 63.0% | 38.8%+24.2pp | 50.9%+12.1pp | 67.2%-4.2pp |
| Annual return | 23.87% | 44.21%-20.3pp | 4251.33%-4227.5pp | 160.72%-136.8pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $115 | $1,202-90.4% | $1,923-94.0% | $4,126-97.2% |
| Admin fee / account holder | $11 | $1,727-99.4% | $2,520-99.6% | $5,651-99.8% |