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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 | $1,049 | $27,936-96.2% | $58,561-98.2% | $75,173-98.6% |
| Participation rate | 42.3% | 38.8%+3.5pp | 50.9%-8.6pp | 67.2%-24.9pp |
| Annual return | 17.55% | 44.21%-26.7pp | 4251.33%-4233.8pp | 160.72%-143.2pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $94 | $1,202-92.2% | $1,923-95.1% | $4,126-97.7% |
| Admin fee / account holder | $18 | $1,727-99.0% | $2,520-99.3% | $5,651-99.7% |