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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 | $715 | $29,736-97.6% | $56,033-98.7% | $80,935-99.1% |
| Participation rate | 49.3% | 41.7%+7.6pp | 52.5%-3.2pp | 67.7%-18.3pp |
| Annual return | 16.21% | 35.28%-19.1pp | 1711.38%-1695.2pp | 35.66%-19.4pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $210 | $1,228-82.9% | $1,954-89.2% | $4,299-95.1% |
| Admin fee / account holder | $12 | $2,434-99.5% | $2,827-99.6% | $6,924-99.8% |