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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 | $465 | $30,437-98.5% | $56,033-99.2% | $74,459-99.4% |
| Participation rate | 66.1% | 32.9%+33.2pp | 52.5%+13.6pp | 67.2%-1.1pp |
| Annual return | 18.22% | 24.96%-6.7pp | 1711.38%-1693.2pp | 1369.70%-1351.5pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,041-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $126 | $1,176-89.3% | $1,954-93.6% | $4,350-97.1% |
| Admin fee / account holder | $10 | $2,363-99.6% | $2,827-99.6% | $1,945-99.5% |