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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 | $747 | $29,670-97.5% | $56,054-98.7% | $80,911-99.1% |
| Participation rate | 38.9% | 41.7%-2.8pp | 52.5%-13.6pp | 67.6%-28.8pp |
| Annual return | 13.99% | 35.24%-21.2pp | 1705.95%-1692.0pp | 35.63%-21.6pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $167 | $1,227-86.4% | $1,952-91.4% | $4,297-96.1% |
| Admin fee / account holder | $40 | $2,431-98.3% | $2,822-98.6% | $6,935-99.4% |