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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $1,095 | $27,936-96.1% | $58,561-98.1% | $75,173-98.5% |
| Participation rate | 35.1% | 38.8%-3.7pp | 50.9%-15.7pp | 67.2%-32.1pp |
| Annual return | 21.85% | 44.21%-22.4pp | 4251.33%-4229.5pp | 160.72%-138.9pp |
| Employer contribution / active EE | $26 | $670-96.1% | $1,053-97.6% | $2,671-99.0% |
| Participant deferral / active EE | $0 | $1,202-100.0% | $1,923-100.0% | $4,126-100.0% |
| Admin fee / account holder | $112 | $1,727-93.5% | $2,520-95.6% | $5,651-98.0% |