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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 | $798 | $27,924-97.1% | $58,544-98.6% | $75,181-98.9% |
| Participation rate | 23.4% | 38.8%-15.4pp | 50.9%-27.4pp | 67.2%-43.8pp |
| Annual return | 39.23% | 44.20%-5.0pp | 4249.56%-4210.3pp | 160.69%-121.5pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $188 | $1,202-84.4% | $1,923-90.2% | $4,126-95.4% |
| Admin fee / account holder | $183 | $1,726-89.4% | $2,520-92.7% | $5,650-96.8% |