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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 | $2,762 | $39,019-92.9% | $80,727-96.6% | $85,854-96.8% |
| Participation rate | 13.8% | 41.5%-27.8pp | 54.2%-40.4pp | 69.3%-55.5pp |
| Annual return | 234.40% | 26.27%+208.1pp | 87.28%+147.1pp | 318.56%-84.2pp |
| Employer contribution / active EE | $91 | $722-87.3% | $1,160-92.1% | $2,565-96.4% |
| Participant deferral / active EE | $257 | $1,326-80.6% | $2,146-88.0% | $3,952-93.5% |
| Admin fee / account holder | $6 | $2,431-99.8% | $3,380-99.8% | $6,260-99.9% |