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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 | $1,201 | $29,319-95.9% | $52,425-97.7% | $82,448-98.5% |
| Participation rate | 33.3% | 46.9%-13.5pp | 55.6%-22.3pp | 68.1%-34.7pp |
| Annual return | 26.98% | 535.20%-508.2pp | 302.12%-275.1pp | 41.64%-14.7pp |
| Employer contribution / active EE | $81 | $586-86.2% | $914-91.1% | $2,551-96.8% |
| Participant deferral / active EE | $148 | $1,171-87.4% | $1,790-91.7% | $4,139-96.4% |
| Admin fee / account holder | $268 | $1,962-86.3% | $2,495-89.2% | $7,234-96.3% |