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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 | $1,314 | $29,670-95.6% | $56,054-97.7% | $80,911-98.4% |
| Participation rate | 31.4% | 41.7%-10.2pp | 52.5%-21.1pp | 67.6%-36.2pp |
| Annual return | 16.93% | 35.24%-18.3pp | 1705.95%-1689.0pp | 35.63%-18.7pp |
| Employer contribution / active EE | $116 | $670-82.7% | $1,039-88.8% | $2,756-95.8% |
| Participant deferral / active EE | $185 | $1,227-84.9% | $1,952-90.5% | $4,297-95.7% |
| Admin fee / account holder | $95 | $2,431-96.1% | $2,822-96.6% | $6,935-98.6% |