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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 | $1,185 | $47,105-97.5% | $68,368-98.3% | $67,986-98.3% |
| Participation rate | 6.9% | 51.8%-44.9pp | 73.8%-66.8pp | 57.2%-50.3pp |
| Annual return | 42.71% | 48.37%-5.7pp | 292.57%-249.9pp | 31.67%+11.0pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $50 | $2,374-97.9% | $4,123-98.8% | $3,358-98.5% |
| Admin fee / account holder | $45 | $2,435-98.1% | $5,150-99.1% | $3,203-98.6% |