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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 | $2,161 | $30,421-92.9% | $56,077-96.1% | $74,429-97.1% |
| Participation rate | 15.2% | 32.9%-17.6pp | 52.5%-37.3pp | 67.2%-52.0pp |
| Annual return | 14.06% | 24.94%-10.9pp | 1709.28%-1695.2pp | 1368.38%-1354.3pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,040-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $111 | $1,175-90.6% | $1,954-94.3% | $4,348-97.5% |
| Admin fee / account holder | $22 | $2,363-99.1% | $2,825-99.2% | $1,944-98.8% |