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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 | $521 | $27,800-98.1% | $58,507-99.1% | $71,529-99.3% |
| Participation rate | 32.6% | 34.6%-2.0pp | 50.9%-18.3pp | 67.9%-35.3pp |
| Annual return | 88.12% | 26.80%+61.3pp | 4252.32%-4164.2pp | 28.97%+59.1pp |
| Employer contribution / active EE | $0 | $632-100.0% | $1,053-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $154 | $1,208-87.3% | $1,922-92.0% | $4,291-96.4% |
| Admin fee / account holder | $64 | $1,637-96.1% | $2,486-97.4% | $1,588-96.0% |