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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 | $644 | $30,421-97.9% | $56,077-98.9% | $74,429-99.1% |
| Participation rate | 35.1% | 32.9%+2.2pp | 52.5%-17.4pp | 67.2%-32.1pp |
| Annual return | 24.78% | 24.94%-0.2pp | 1709.28%-1684.5pp | 1368.38%-1343.6pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,040-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $181 | $1,175-84.6% | $1,954-90.7% | $4,348-95.8% |
| Admin fee / account holder | $20 | $2,363-99.2% | $2,825-99.3% | $1,944-99.0% |