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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 | $1,104 | $29,319-96.2% | $52,425-97.9% | $82,448-98.7% |
| Participation rate | 25.9% | 46.9%-20.9pp | 55.6%-29.7pp | 68.1%-42.1pp |
| Annual return | 28.67% | 535.20%-506.5pp | 302.12%-273.5pp | 41.64%-13.0pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $129 | $1,171-89.0% | $1,790-92.8% | $4,139-96.9% |
| Admin fee / account holder | $11 | $1,962-99.4% | $2,495-99.5% | $7,234-99.8% |