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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 | $2,512 | $30,421-91.7% | $56,077-95.5% | $74,429-96.6% |
| Participation rate | 6.4% | 32.9%-26.5pp | 52.5%-46.1pp | 67.2%-60.9pp |
| Annual return | 13.43% | 24.94%-11.5pp | 1709.28%-1695.8pp | 1368.38%-1355.0pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,040-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $60 | $1,175-94.9% | $1,954-96.9% | $4,348-98.6% |
| Admin fee / account holder | $13 | $2,363-99.4% | $2,825-99.5% | $1,944-99.3% |