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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 | $1,843 | $36,002-94.9% | $161,489-98.9% | $64,728-97.2% |
| Participation rate | 4.2% | 57.4%-53.2pp | 78.7%-74.4pp | 57.9%-53.6pp |
| Annual return | 16.94% | 33.93%-17.0pp | 89.72%-72.8pp | 49.38%-32.4pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $4,268-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $30 | $1,815-98.3% | $5,630-99.5% | $2,729-98.9% |
| Admin fee / account holder | $93 | $931-90.0% | $16,006-99.4% | $1,145-91.9% |