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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 | $435 | $27,943-98.4% | $58,507-99.3% | $75,177-99.4% |
| Participation rate | 14.1% | 38.8%-24.7pp | 50.9%-36.8pp | 67.2%-53.1pp |
| Annual return | 20.11% | 44.22%-24.1pp | 4252.32%-4232.2pp | 160.75%-140.6pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $63 | $1,202-94.8% | $1,922-96.7% | $4,126-98.5% |
| Admin fee / account holder | $11 | $1,727-99.4% | $2,486-99.6% | $5,651-99.8% |