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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 | $848 | $29,716-97.1% | $56,077-98.5% | $80,925-99.0% |
| Participation rate | 17.3% | 41.7%-24.4pp | 52.5%-35.2pp | 67.7%-50.3pp |
| Annual return | 22.72% | 35.30%-12.6pp | 1709.28%-1686.6pp | 35.65%-12.9pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $90 | $1,228-92.7% | $1,954-95.4% | $4,299-97.9% |
| Admin fee / account holder | $0 | $2,432-100.0% | $2,825-100.0% | $6,940-100.0% |