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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 | $30,421-86.0% | $56,077-92.4% | $74,429-94.3% |
| Participation rate | 1.6% | 32.9%-31.3pp | 52.5%-50.9pp | 67.2%-65.6pp |
| Annual return | 18.76% | 24.94%-6.2pp | 1709.28%-1690.5pp | 1368.38%-1349.6pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,040-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $94 | $1,175-92.0% | $1,954-95.2% | $4,348-97.8% |
| Admin fee / account holder | $214 | $2,363-90.9% | $2,825-92.4% | $1,944-89.0% |