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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 | $1,598 | $29,716-94.6% | $56,077-97.2% | $80,925-98.0% |
| Participation rate | 30.8% | 41.7%-10.9pp | 52.5%-21.7pp | 67.7%-36.9pp |
| Annual return | 11.96% | 35.30%-23.3pp | 1709.28%-1697.3pp | 35.65%-23.7pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $151 | $1,228-87.7% | $1,954-92.3% | $4,299-96.5% |
| Admin fee / account holder | $53 | $2,432-97.8% | $2,825-98.1% | $6,940-99.2% |