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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 | $1,221 | $30,421-96.0% | $56,077-97.8% | $74,429-98.4% |
| Participation rate | 31.8% | 32.9%-1.1pp | 52.5%-20.7pp | 67.2%-35.4pp |
| Annual return | 18.58% | 24.94%-6.4pp | 1709.28%-1690.7pp | 1368.38%-1349.8pp |
| Employer contribution / active EE | $123 | $610-79.9% | $1,040-88.2% | $2,625-95.3% |
| Participant deferral / active EE | $226 | $1,175-80.7% | $1,954-88.4% | $4,348-94.8% |
| Admin fee / account holder | $129 | $2,363-94.5% | $2,825-95.4% | $1,944-93.4% |