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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 | $543 | $27,800-98.0% | $58,544-99.1% | $71,495-99.2% |
| Participation rate | 45.9% | 34.6%+11.3pp | 50.9%-5.0pp | 67.9%-22.1pp |
| Annual return | 48.08% | 26.80%+21.3pp | 4249.56%-4201.5pp | 28.85%+19.2pp |
| Employer contribution / active EE | $0 | $632-100.0% | $1,053-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $177 | $1,208-85.4% | $1,923-90.8% | $4,291-95.9% |
| Admin fee / account holder | $7 | $1,637-99.6% | $2,520-99.7% | $1,588-99.6% |