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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 | $442 | $27,936-98.4% | $58,561-99.2% | $75,173-99.4% |
| Participation rate | 66.7% | 38.8%+27.8pp | 50.9%+15.8pp | 67.2%-0.5pp |
| Annual return | 22.24% | 44.21%-22.0pp | 4251.33%-4229.1pp | 160.72%-138.5pp |
| Employer contribution / active EE | $129 | $670-80.7% | $1,053-87.7% | $2,671-95.2% |
| Participant deferral / active EE | $122 | $1,202-89.8% | $1,923-93.6% | $4,126-97.0% |
| Admin fee / account holder | $1 | $1,727-99.9% | $2,520-100.0% | $5,651-100.0% |