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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 | $4,252 | $30,423-86.0% | $56,025-92.4% | $74,478-94.3% |
| Participation rate | 1.6% | 32.9%-31.3pp | 52.5%-50.9pp | 67.2%-65.6pp |
| Annual return | 18.76% | 24.97%-6.2pp | 1712.69%-1693.9pp | 1370.56%-1351.8pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,042-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $94 | $1,176-92.0% | $1,955-95.2% | $4,350-97.8% |
| Admin fee / account holder | $214 | $2,363-90.9% | $2,828-92.4% | $1,946-89.0% |