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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 | $29,670-97.1% | $56,054-98.5% | $80,911-99.0% |
| Participation rate | 17.3% | 41.7%-24.3pp | 52.5%-35.1pp | 67.6%-50.3pp |
| Annual return | 22.72% | 35.24%-12.5pp | 1705.95%-1683.2pp | 35.63%-12.9pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $90 | $1,227-92.7% | $1,952-95.4% | $4,297-97.9% |
| Admin fee / account holder | $0 | $2,431-100.0% | $2,822-100.0% | $6,935-100.0% |