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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 | $1,913 | $30,437-93.7% | $56,033-96.6% | $74,459-97.4% |
| Participation rate | 10.2% | 32.9%-22.7pp | 52.5%-42.3pp | 67.2%-57.1pp |
| Annual return | 15.00% | 24.96%-10.0pp | 1711.38%-1696.4pp | 1369.70%-1354.7pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,041-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $93 | $1,176-92.1% | $1,954-95.3% | $4,350-97.9% |
| Admin fee / account holder | $111 | $2,363-95.3% | $2,827-96.1% | $1,945-94.3% |