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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 | $395 | $27,924-98.6% | $58,544-99.3% | $75,181-99.5% |
| Participation rate | 53.6% | 38.8%+14.7pp | 50.9%+2.7pp | 67.2%-13.6pp |
| Annual return | 81.68% | 44.20%+37.5pp | 4249.56%-4167.9pp | 160.69%-79.0pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $178 | $1,202-85.2% | $1,923-90.8% | $4,126-95.7% |
| Admin fee / account holder | $17 | $1,726-99.0% | $2,520-99.3% | $5,650-99.7% |